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Insights

High-value clients West Bearing Investments manages over $4.4 billion in assets for individuals, families, endowments, foundations, and retirement plans, with a minimum account size of $750,000, indicating a focus on high-net-worth and institutional clients.

Inherited discipline The firm operates using the investment principles and structure of Ferguson Wellman, suggesting a stable, time-tested approach that can be leveraged to position complementary strategies or co-managed solutions for existing clients seeking trusted managers.

Boutique scale With 11-50 employees and a specialized in-house analyst team, there is potential for targeted outreach to add capacity, broaden service offerings, or introduce new product lines tailored to small- to mid-sized institutions or family offices.

Digital presence The tech stack includes Squarespace, Google Analytics, and modern web technologies, indicating opportunities to offer digital marketing, client onboarding enhancements, and scalable technology integrations to improve client experience.

Growth potential Revenue is modest relative to peers, suggesting room for partnerships in product innovation, expanded distribution channels, or strategic alliances to grow assets under management and diversify client bases.

Similar companies to West Bearing Investments, a division of Ferguson Wellman Capital Management

West Bearing Investments, a division of Ferguson Wellman Capital Management Tech Stack

West Bearing Investments, a division of Ferguson Wellman Capital Management uses 8 technology products and services including Squarespace, Webpack, Font Awesome, and more. Explore West Bearing Investments, a division of Ferguson Wellman Capital Management's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

West Bearing Investments, a division of Ferguson Wellman Capital Management's Email Address Formats

West Bearing Investments, a division of Ferguson Wellman Capital Management uses at least 4 email formats:
West Bearing Investments, a division of Ferguson Wellman Capital Management Email FormatsExamplePercentage
First.Last@fergwell.comJohn.Doe@fergwell.com
54%
Last@fergwell.comDoe@fergwell.com
41%
FLast@fergwell.comJDoe@fergwell.com
5%
First.Last@westbearinginvest.comJohn.Doe@westbearinginvest.com
100%

Frequently Asked Questions

What is West Bearing Investments, a division of Ferguson Wellman Capital Management's phone number?

Minus sign iconPlus sign icon You can contact West Bearing Investments, a division of Ferguson Wellman Capital Management's main corporate office by phone at
+1-503-417-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is West Bearing Investments, a division of Ferguson Wellman Capital Management's official website and social media links?

Minus sign iconPlus sign iconWest Bearing Investments, a division of Ferguson Wellman Capital Management's official website is westbearinginvest.com and has social profiles on LinkedIn.

How much revenue does West Bearing Investments, a division of Ferguson Wellman Capital Management generate?

Minus sign iconPlus sign icon As of July 2026, West Bearing Investments, a division of Ferguson Wellman Capital Management's annual revenue is estimated to be $1M - $10M.

What is West Bearing Investments, a division of Ferguson Wellman Capital Management's NAICS code?

Minus sign iconPlus sign iconWest Bearing Investments, a division of Ferguson Wellman Capital Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does West Bearing Investments, a division of Ferguson Wellman Capital Management have currently?

Minus sign iconPlus sign iconAs of July 2026, West Bearing Investments, a division of Ferguson Wellman Capital Management has approximately 11 employees across 4 continents, including North America, Europe and Asia. Key team members include Managing Director: C. A., Owner: C. W. and Owner: T. W. Explore West Bearing Investments, a division of Ferguson Wellman Capital Management's employee directory with LeadIQ.

What industry does West Bearing Investments, a division of Ferguson Wellman Capital Management belong to?

Minus sign iconPlus sign iconWest Bearing Investments, a division of Ferguson Wellman Capital Management operates in the Investment Management industry.

What technology does West Bearing Investments, a division of Ferguson Wellman Capital Management use?

Minus sign iconPlus sign iconWest Bearing Investments, a division of Ferguson Wellman Capital Management's tech stack includes Squarespace, Webpack, Font Awesome, Google Fonts API, jQuery, Modernizr, Google Analytics and Adobe Fonts.

What is West Bearing Investments, a division of Ferguson Wellman Capital Management's email format?

Minus sign iconPlus sign iconWest Bearing Investments, a division of Ferguson Wellman Capital Management's email format typically follows the pattern of First.Last@fergwell.com. Find more West Bearing Investments, a division of Ferguson Wellman Capital Management email formats with LeadIQ.
West Bearing Investments, a division of Ferguson Wellman Capital Management logo

West Bearing Investments, a division of Ferguson Wellman Capital Management

Investment ManagementOregon, United States11-50 Employees

West Bearing Investments operates in the asset management field as a division of Ferguson Wellman Capital Management, based in Portland, Oregon. It follows the principles, structure, and approach of its parent firm, applying strategies developed by in-house analysts to build diversified, non-correlated portfolios that aim to match clients' long-term objectives. The firm serves a range of client types, including individuals and families, endowments and foundations, retirement plans, and corporations. Together with Ferguson Wellman, West Bearing manages a substantial pool of assets and maintains a minimum account size of $750,000. The arrangement reflects a disciplined, principle-driven approach to portfolio construction within an established platform. The organization operates with a compact team based in Portland and serves clients across individuals, families, endowments, foundations, retirement plans, and corporations.

Section iconCompany Overview

Phone number
+1-503-417-****
Website
westbearinginvest.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    West Bearing Investments, a division of Ferguson Wellman Capital Management's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Managing Director at West Bearing Investments, a division of Ferguson Wellman Capital Management
    C. A.
    Managing Director
    Mobile Phone
  • Owner at West Bearing Investments, a division of Ferguson Wellman Capital Management
    C. W.
    Owner
    Mobile Phone
  • Owner at West Bearing Investments, a division of Ferguson Wellman Capital Management
    T. W.
    Owner
    Mobile Phone
  • Property Manager at West Bearing Investments, a division of Ferguson Wellman Capital Management
    V. A.
    Property Manager
    Mobile Phone
  • Principal at West Bearing Investments, a division of Ferguson Wellman Capital Management
    S. F.
    Principal
    Mobile Phone

Employee Directory

  • Wealth Management at West Bearing Investments, a division of Ferguson Wellman Capital Management
    I. J.
    Wealth Management
    Mobile Phone
  • Executive at West Bearing Investments, a division of Ferguson Wellman Capital Management
    J. W.
    Executive
    Mobile Phone
  • Client Relationship Associate at West Bearing Investments, a division of Ferguson Wellman Capital Management
    L. L.
    Client Relationship Associate
    Mobile Phone
  • Employee at West Bearing Investments, a division of Ferguson Wellman Capital Management
    D. W.
    Mobile Phone
  • Employee at West Bearing Investments, a division of Ferguson Wellman Capital Management
    D.
    Mobile Phone

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