FERGUSON, ANDREWS INVESTMENT ADVISERS, INC

Overview

Ferguson, Andrews Investment Advisers, Inc. is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm runs an equity-first approach: exchange-traded equities are the dominant sleeve in client portfolios, supported by mutual funds and corporate debt for fixed‑income or diversification needs. Fee arrangements are charged as a percentage of assets under management. The adviser does not position itself as an ESG-focused manager and is not set up as a multi-state pension consultant or capital allocator. Portfolios are managed with a concentrated client base and a hands-on discretionary model. The firm’s stated client type is individuals and families, and its investment activity centers on liquid public markets augmented by selective allocations to third‑party alternative managers in real estate, commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices