Q&Q With Ferguson Wellman Capital Management

A thriving business community requires a strong ecosystem of support. We are joined by Ferguson Wellman, a long-standing financial institution in the Eugene area, providing support to local residents and businesses alike for over 40 years. Learn more below about their role in our community and what keeps them invested in Eugene.

How long have you been in business and what drives you to serve our community?
Ferguson Wellman has been providing investment expertise and advice to individual and
institutional clients since 1975. Our mission statement says it best – investment excellence and
lifelong relationships. Serving our clients throughout the Northwest is our first priority and the
Willamette Valley is no different, having worked with clients in the area for more than four
decades.

Are there new programs or initiatives you are investing in or providing for our community?
The economic landscape is always changing but there are two things that we do that
have remained constant:

• We continue to be 100% independently-owned and operated and our company structure
  is entirely employee-owned. Employee ownership is a key tenet of our company
  ideals and has allowed us to recruit and retain the best talent.

• While how we invest has changed – we have expanded our portfolio offerings to include
  a dividend strategy, a sustainable investment strategy, and multiple alternative
  investments, the why remains the same – we invest alongside our clients for sustainable
  long-term growth.

We also created Octavia Group, our private family office, which provides clients with
concierge services such as expense management and bill pay, medical expense and
insurance advice and consultation, tax document coordination and more.

What is it about Eugene/Springfield that you enjoy the most or what do you enjoy most about what you do?
Our business is all about the people. We enjoy what we do because we get to do it with so
many wonderful people – our colleagues, clients and partners. We feel fortunate to serve
Eugene and Springfield residents because it is the hard work and ingenuity of these Oregonians that has made this place such a special place to call home.
Personally, I am so grateful to have grown up here and lived here for several years after
college. I have many cherished memories with family and friends including fishing on the
McKenzie River, running Pre’s trail, hiking Spencer’s Butte and countless Duck games, Ems
games and track meets. Eugene will always be home to me.

Has any business become an unexpected companion/partner? Or tell us about some of the partnerships or success stories you may have with area businesses.
We feel fortunate to work with many area nonprofit organizations and help them achieve their
investment goals. It really is the work they do that is truly the heartbeat of the community and is
what is advancing and contributing to the vibrancy of the region.

How has your collaboration with the Chamber impacted your business or what value do you see?
We feel fortunate to have the Chamber connect all parts of the local area with one another – the
small businesses, larger private enterprises, public institutions, government entities and
nonprofit organizations need the hub of the Chamber to make the connections. We also are
grateful for the leadership of the Chamber in regards to member marketing and networking
opportunities, lobbying efforts and providing training for members.

How can the business community support or engage with you?
We would love to have fellow members follow our blog and social media channels for investment and wealth management news and commentary, as well as company updates.