Ferguson Wellman Capital Management
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Investment Advisory Service, Financial Planners, Financial Planning Consultants
888 SW 5th Ave Ste 1200, Portland, OR 97204
503-226-1444
CLOSED NOW:
Today: 7:00 am - 5:00 pm
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- General Info
- Founded in 1975, Ferguson Wellman is a privately-owned investment advisory firm. It offers extensive services for institutional clients, including individuals/families, non-profits and retirement plans. Some of the services offered by the company are comprehensive financial analyses, determining review asset allocation strategies, developing short-term/long-term plans, planning distribution of grants, analyzing past market activities and forecasting future trends. With more than 525 clients, the firm manages $2.5 billion in assets that comprise of union/corporate retirement plans, endowments/foundations and individuals. Ferguson Wellman has received various awards, such as Corporate Philanthropy Award in 2008, Oregon s Most Admired Companies Award in 2006, Campaign Performance Award, Cascade Award, Community Investment Award and Founders Club Award.
- Extra Phones
Phone: 503-226-3647
Fax: 503-226-3647
TollFree: 800-327-5765
- Hours
- Regular Hours
Mon - Fri: - Categories
- Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
- Location
- Pioneer Tower
- Neighborhoods
- Downtown Portland, Neighbors West-Northwest
- AKA
Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Mgmt
- Other Links
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