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Ferguson Wellman Capital Management Overview
Type
Multi Family Office
Year Founded
1975
General Information
Ferguson Wellman Capital Management is a multi-family office headquartered in Portland, United States. Founded in 1975, the employee-owned firm traces its wealth to investment management revenues generated by founders Joe Ferguson and Norb Wellman. It advises affluent families, foundations, and retirement plans on public equity, fixed income, and alternative allocations while providing estate, tax, and philanthropic planning—allocates disciplined, research-driven capital.
Contact Information
Website:
https://www.fergusonwellman.com/
Year Founded:
1975
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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