who WE ARE who WE SERVE what WE DO
West Bearing Investments
is founded on the investment principles, structure, and expertise of
Ferguson Wellman Capital Management.
Using strategies managed by our local team of in-house analysts, clients benefit from diversified, consistent investment portfolios that are aligned with their long-term goals and objectives. West Bearing serves individuals and institutions with portfolios starting at $750,000.
our PHILOSOPHY and APPROACH
In 2013, Ferguson Wellman saw a need for clients seeking:
Investment management using individual securities
Fewer layers of fees
In-depth, transparent portfolio reporting
High level of service from day-to-day needs to long-term planning
The ability to work a stable company, hiring a team not an individual
Leveraging the expertise of a company that had been serving clients for over 40 years, West Bearing Investments was established. We endeavor to build on the expertise, stability and service that Ferguson Wellman provides its clients and form new relationships through West Bearing.