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Ferguson Wellman Capital Management
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Investment Management & Advisory Services
Ferguson Wellman Capital Management
888 S.W. 5th Ave., Ste. 1200
Portland
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OR
97204
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Mr. Jim Coats
(800) 327-5765 | fax: (503) 226-3647
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We are a privately owned, investment advisory firm serving individuals, families and institutions. For more than 40 years, we have designed and managed customized investment portfolios for clients, IRAs, trusts, foundations, endowments, corporate retirement and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage $7.1 billion for 943 clients. (updated annually, as of January 1, 2023) We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. Octavia Group, Ferguson Wellman’s private family office, provides fee-based services for clients with $10 million managed by our firm. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs.
Member Since: 2011
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Home
Member Directory
Membership
Join the Boise Metro Chamber
Member Login
Reasons to Join
Member Benefits
100 Year Chamber Members
Sponsorship
Advertising
Join The Board of Advisors
Chamber Connect
Coupons
Events
Chamber Calendar
Annual Events
Virtual Chamber Events
>
Event Rewind
Chamber Check-Ins
Higher Education Series
In Search of Civility
Legislative Update
Metro Minute
Community Happenings
Programs & Services
Link Page
Advocacy
>
Advocacy Update
Boise Young Professionals
Ambassadors
Business Education Series
Committees & Councils
Conference Rooms
Certificates of Origin
Industry Boards
Leadership Boise Programs
>
Leadership Boise Academy
Leadership Boise Academy Youth Ambassadors
Leadership Boise
Leadership Boise Alumni
T.I.P.S. Groups
Live Work Visit
Live in Boise
Work in Boise
>
Job Bank
Join A Board
Visit Boise
About Us
Blog
Our Leadership
Our Team
>
Careers
Chamber History
Media and Communications
>
Boise Valley Spotlight
Our Enewsletters
Metro Connection Newsletter
Frequently Asked Questions
Contact Us
Boise Tourism Information