Ferguson Wellman Capital Management

Specialties

Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm. Ferguson Wellman manages assets for union and corporate retirement plans, endowments and foundations, and portfolios for individuals and families. Our minimum is $ 2 million.

For more information check our our blog: blog​.fer​gu​son​well​man​.com

History

Established in 1975.

Our founders Joe Ferguson and Norb Wellman, set forth to create a company that was going against the tide of our industry. In a time of mergers, acquisitions and consolidation, it «felt right» to take a hands-​on approach to investing and portfolio management. At a time when advances in technology were making firms bigger and faster — Joe and Norb wanted to maintain that high level of service they believed in by growing methodically and intentionally.

Today, their vision is very much carried forth by our six principals, next generation of leadership and other employees serving our clients through their own area of expertise. Through our mission, Investment Excellence; Lifelong Relationships, we feel a direct connection to our past and will continue to foster that philosophy as Ferguson Wellman in everything we do for our clients.