about

West Bearing

 

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 + 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.