Skip to main content

Ferguson - Financial Planning Minneapolis

Ferguson - Financial Planning Minneapolis

  • Home
  • About Us 
    • About Ferguson Financial
    • About Greg
    • CFP®
  • What We Do 
    • Wealth Management
    • Financial Planning
    • Risk Management
    • Estate Planning
    • Investment Management
  • What To Expect 
    • It's all about you
    • Macro vs Micro
    • The Solution
  • Blog
  • Contact Us
  • Client Login
  • Free E-Book

    You are here

  1. Home
  2. What We Do
  3. Investment Management

Investment Management

Diversification is fundamental to prudent investing

small.jpg.crop_display.jpgAs a fiduciary guided by the Investment Advisors Act of 1940, our central consideration is helping you to manage the tradeoff between risk and return in all investment activities.

We believe that diversification is fundamental to prudent investing. So, our focus is on helping you to achieve long-term growth through optimal diversification, which creates the opportunity to capture returns wherever and whenever they occur while minimizing portfolio volatility.

  • At Ferguson Financial we actively engage with you to:
  • Clearly define your long-term investment objectives
  • Construct an investment strategy based on your long-term objectives
  • Select investments that meet your needs and risk profile
  • Track investment performance and progress towards your objectives
  • Make adjustments to your portfolio to keep you on track

For a complimentary portfolio review, contact Ferguson Financial today.

Get a Free Portfolio Risk Analysis

What We Do

  • Wealth Management
  • Financial Planning
  • Risk Management
  • Estate Planning
  • Investment Management

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 Free E-Book

 

Phone: 952-406-8316
Fax: 952-406-8316

Email: greg@fergusonfinancialinc.com

5100 Eden Avenue, Ste. 311 , Edina, MN 55436

twitter estate planning minneapolis linkedin financial advisor minneapolis  facebook wealth management minneapolis  instagram investment management minneapolis  googleplus investment management minneapolis

Get Directions

Quick Message

We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.

  • Sitemap
  • Legal, privacy, copyright and trademark information

angies-list.png

angies_list_review_icon2.png


Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016

What does the Super Service Award graphic mean?

If a company has the Super Service Award logo on their company record, then they have won the Angie's List Super Service Award® for the year indicated. Each year Angie's List awards this honor to companies that have given outstanding service according to the members for the previous year. The most recent award given is for 2017. In 2017, the criteria for the award included receiving a minimum number of reviews from our members, maintaining an A average on both the reviews for 2017 as well as on their overall reviews and not being in poor standing with the Better Business Bureau. Less than 5% of the companies on Angie's List received the award in 2017. Please keep in mind that the award is based on the company's previous service and you should always check Angie's List before hiring because a company's rating can change.

© 2021 Ferguson Financial Inc.. All rights reserved.

Website Design For Financial Services Professionals