50 years of Growth, Stability and Service In 2025, Ferguson Wellman celebrates 50 years. Our journey has always been defined by our mission. We seek to achieve investment excellence and earn lifelong relationships. The newly renovated main terminal of Portland International Airport was the perfect setting to capture this moment in our history. It reminds us that as we navigate the highs and lows of the capital markets, we endeavor to create meaningful connections with clients and professional partners. Offices in Bellevue and Portland Data as of December 31, 2024 • Broad ownership: 39 of our 63 employees are shareholders • Diverse client base: $8.9 billion total assets managed for 1,026 individuals and institutions • Community support: We manage $775 million for 58 nonprofits and volunteer on more than 62 boards and committees • Expertise and experience: Customized investment strategies and holistic wealth management solutions from a team holding 35 professional designations
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