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.
focus ON THE LONG TERM
Catch the cycles, not the turn, and chart a sustainable course.
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.
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.