Ferguson Wellman Capital Management

About Us

Ferguson Wellman Capital Management is an established investment advisory firm that has managed growth carefully in order to provide the high level of personalized service our clients have expected from us for more than 39 years. We create and deliver investment strategies, services, communication and education to individuals and institutions. Since our inception in 1975, Ferguson Wellman has been an independent, employee-owned firm solely dedicated to investment management. Contrary to industry trends, we are committed to maintaining our employee ownership structure, as we believe it best serves our clients and staff. The prospect of ownership has been a powerful tool for us in recruiting and retaining outstanding professionals who have brought expertise to our firm and continue to identify ways to best serve our individual and institutional clients. Seventy-nine percent of our 42 employees own shares in the firm and six principal owners share firm-wide management responsibilities.