West Bearing

company culture


our mission:

Investment excellence

Lifelong relationships


Investment Principles


West Bearing is built upon the investment discipline, approach and strategies of Ferguson Wellman. Our Investment Principles reflect our steady, research-based view and how we help clients focus on their long-term goals rather than short-term issues that could take them off-course.

know the ENVIROnMENT

Capital is allocated in accordance with analysis of the global economic landscape.


Diligence unclouded by emotion often reveals value overlooked by consensus.


Catch the cycles, not the turn, and chart a sustainable course.

manage RISK

Risk must be compensated by excess return or diversified away.


our core values


During Ferguson Wellman's 2000 company retreat, 

every employee was involved with identifying our core values.


Exceed expectations

Act with uncompromising ethics and reliability

Advocate innovation and manage change

Foster a collegial environment

Enjoy the journey


Our name and logo

The american bison is an iconic creature symbolizing resilience, grace and the western path to growth and opportunity. An intelligent creature that survived near extinction, the bison is honored and adored by Native Americans, early western preservationists, and numerous individuals and institutions today.

Most animals attempt to outrun inclement weather, prolonging their exposure to the elements and, in doing so, weaken their conditions.

Only bison instinctively turn to face the storm, often bearing west, to find the quickest path to clear skies.

We take inspiration from this story of focus, strength and discipline.