To Coin a Phrase
@fergusonwellman.com
Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. As of January 1, 2024, Ferguson Wellman serves more than 1,026 clients and manages $8.9 billion in assets for individuals and families, union and corporate retirement plans, endowments and foundations. Our minimum is $4 million.
To Coin a Phrase's Company Logos
To Coin a Phrase's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#555555
Emperor
85, 85, 85
0, 0, 33
0, 0, 0, 67
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
About To Coin a Phrase
To Coin a Phrase is a privately owned investment advisory firm, serving individuals, families, and institutions for over 40 years. With expertise in investments, wealth management, institutional services, and financial planning, they provide customized investment portfolios for client IRAs, trusts, foundations, endowments, corporate retirement, and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage a total of $7.
1 billion for 943 clients. They offer two entry points to the same investment strategies, with a minimum portfolio requirement of $4 million for Ferguson Wellman clients and $1 million for West Bearing clients. Additionally, To Coin a Phrase has a private family office called Octavia Group, exclusively designed for clients with a minimum of $10 million managed by the firm, providing comprehensive financial services.
With a team-based approach, they ensure personalized service and expertise tailored to each client's needs and goals. Visit their website to learn more about their investment strategies and meet the team at To Coin a Phrase
