Ferguson Wellman Capital of Bellevue, WA, offers a Global Sustainable Investing strategy aimed at exceeding the MSCI ACWI index while emphasizing environmental, social, and governance (ESG) factors alongside traditional financial analysis. The strategy provides diversified exposure to U.S. large-cap, U.S. small-cap, developed, and emerging markets, with a rigorous screening process excluding tobacco, coal, and civilian firearms manufacturers. Led by a seasoned team including Peter Jones, CFA, and Jason Norris, CFA, the approach integrates sustainability principles into investment decisions for both equity and fixed-income securities, ensuring alignment with clients' long-term financial and ethical objectives.
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