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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.

West Bearing is based in the Pacific Northwest and is built upon one of the region’s most established, independent investment managers. As of 2015, Ferguson Wellman is ranked by Forbes Magazine as the 32nd largest registered investment advisor in the United States, managing more than $4 billion in assets for over 700 clients. Ferguson Wellman is also ranked as a "most admired" financial institution in Oregon by Portland Business Journal.

Investment Philosophy

Through the creation of customized portfolios, we believe in providing clients with direct access, transparency and fewer fees.

Client Service

In addition to consistent performance, individuals and institutions benefit from resources and analysis that support informed decisions.

West Bearing Team

Meet our professionals and learn more about their expertise and experience.

Communication

Wednesday, July 13, 2016
Ferguson Wellman
Tuesday, July 5, 2016
Ferguson Wellman

For nine years, Ferguson Wellman has been listed as one of the Top 10 Most Admired Companies in the financial services category by Portland Business Journal. In 2013, the company was ranked third in the financial services category and 18 across all industries. Ferguson Wellman continues to receive a myriad of other awards for its company growth, client service and philanthropic endeavors.

Please view our disclosures regarding the awards and rankings listed above.