# To Coin a Phrase

- **Website:** <https://fergusonwellman.com>
- **Primary alias:** `fergusonwellman.com`
- **Founded:** 1975
- **Employees:** 51+
- **Location:** Portland, Oregon, United States
- **Company kind:** PRIVATELY HELD

## Description

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.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [twitter](https://twitter.com/FergusonWellman)
- [instagram](https://instagram.com/fergusonwellman)
- [linkedin](https://linkedin.com/company/ferguson-wellman-capital-management)
- [facebook](https://facebook.com/Ferguson-Wellman-Capital-Management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id-tki9qgY/w/717/h/131/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1783107986731)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id-tki9qgY/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1783107986823)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Emperor | #555555 | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- Open Sans — asset _(google)_
- sans-serif — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id-tki9qgY/w/1500/h/500/idhI1nboBf.jpeg?c=1bxid64Mup7aczewSAYMX&t=1783107987011)

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_Source: <https://brandfetch.com/fergusonwellman.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._