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Ferguson Wellman Capital Mgmt
- Financial Advising
- Portland, OR
About this business
Founded in 1975, Ferguson Wellman is a privately-owned investment advisory firm. It offers extensive services for institutional clients, including individuals/families, non-profits and retirement plans. Some of the services offered by the company are comprehensive financial analyses, determining review asset allocation strategies, developing short-term/long-term plans, planning distribution of grants, analyzing past market activities and forecasting future trends. With more than 525 clients, the firm manages $2.5 billion in ... read more
Location details
888 SW 5th Ave, Ste 1200, Portland, OR, 97204, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
This funds “management” company is only interested in holding your money. Period. They don’t have strategies and your needs are not considered. Maybe the worst: with this company you get entangled with products you practically can never get away with (alternate investment funds). Especially avoid DD
If you are in for a totally passive solution where you cannot get honest opinion this is a place to go. Also, there is very little of no understanding of global events. I think they read news
Looking to pitch multi-million dollar idea. Whee hours do you opem?
Frequently asked questions about Ferguson Wellman Capital Mgmt
How is Ferguson Wellman Capital Mgmt rated?
Ferguson Wellman Capital Mgmt has a 3 star rating with 4 reviews.
When is Ferguson Wellman Capital Mgmt open?
Ferguson Wellman Capital Mgmt is open now. It will close at 5:00 p.m.
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