Ferguson, Andrews Investment Advisers, Inc

The firm provides investment supervisory services to individuals (including business owners), high‑net‑worth individuals, trusts, and estates, and may also serve pension plans and charitable organizations. It offers continuous advisory services and manages portfolios on both discretionary and non‑discretionary bases across a wide range of securities, from exchange‑listed equities and bonds to mutual funds and partnerships.

The firm’s investment process uses both fundamental and technical analysis and emphasizes long‑term holdings while permitting short‑term purchases, occasional trading, the use of margin for liquidity needs, and infrequent covered‑option strategies where appropriate. Clients receive written quarterly review letters from the adviser in addition to custodian statements, and the firm states it provides ongoing, personal interaction and acts in a fiduciary capacity.

Operationally, the firm requests written authority to select broker‑dealers and identifies TD Ameritrade Institutional as its primary custodian, negotiating commissions and occasionally aggregating trades to seek volume discounts. Incorporated in 1992 and wholly owner‑owned, the firm does not take custody of client assets, does not vote client proxies, and generally applies a $100,000 assets‑under‑management guideline with exceptions for related accounts.