Why Ferguson Wellman Prefers Individual Securities

Julie Cooling from RIA Channel, sits down with Mark Kralj, Principal and Portfolio Manager of Ferguson Wellman Capital Management. Cooling and Kralj discuss the firm’s investment platform and strategy. Ferguson Wellman Capital Management is ranked 32nd on the 2015 Forbes Top 100 Wealth Manager list with more than $4.2 billion in assets under management. The company is celebrating its 41st year in business with clients in Washington, Oregon, Idaho and 32 other states nationwide and a few foreign countries. Kralj explains the required client assets that allow the firm to customize portfolios with individual securities, stocks, international ADRs and bonds.

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