Israel's Ferguson Asset Advisors LLC

The firm provides investment advisory and financial consulting services to individuals, families, trusts, tax‑deferred retirement plans, non‑profit clients, and business entities. With about $18.3 million in discretionary assets under management across two advisors and roughly 38 client relationships, services include portfolio review and monitoring, 401(k) participant management, and tailored asset allocation recommendations.

The firm’s investment approach is long‑term and oriented toward preservation of capital and prudent wealth enhancement, implemented via customized separately managed portfolios and, when appropriate, the selection of third‑party managers. It generally operates under discretionary authority, conducts regular account reviews, and may, on a limited and suitability‑based basis, employ margin, options writing, or short‑term trades while coordinating investment strategies with clients’ tax and estate advisors.

What is distinctive is the managing member’s active involvement in other professional roles disclosed in the brochure — including a legal practice affiliation (Fitzpatrick & Merritt), occasional real‑estate brokerage activity permitted by his bar admissions, and licensure to sell insurance products — which can give rise to separate compensation streams and potential conflicts of interest. The firm also discloses limited‑scope consulting billed hourly ($450–$950), occasional trustee services, and a related family asset‑management entity, items prospective clients may weigh alongside the firm’s advisory arrangements.