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Who We Are

Ferguson Asset Management, Inc. is an independent money management firm and a registered investment advisor. Clients include families and individuals, privately-owned businesses, and retirement accounts. Our primary goal is to incorporate your objectives with venerable, prudent investing using modern portfolio management and sound wealth management techniques.

We provide personalized services for your unique needs. This involves developing an investment strategy especially for you. This strategy is incorporated into your written, mutually approved, Investment Policy Statement (IPS). Our experience and expertise make us particularly qualified to guide both sophisticated and naive investors. As fee-based only advisors, we take no commissions and have no hidden charges. We are committed to respond to your needs with integrity and total confidentiality.

Investment Philosophy

Our investment philosophy is focused on preserving your capital and increasing your returns. We consider the risk levels dictated by your goals as defined in your Investment Policy Statement (IPS). In clear terms, this means we want to make as much money for you as you want us to make. We mutually determine what you “need” to make and consider the risk to achieve your goal. Our investment philosophy is disciplined, consistent, and non-speculative. The investment evaluation process supports your objectives and performance goals.

Asset Management Approach

We reduce your portfolio risk through allocation among asset classes, and we reduce equity market risk through capitalization size, book to market value, and value vs. growth models.

Meet the Management Team

John Ferguson is the Principal and Director of Ferguson Asset Management, Inc. He has been in the investment business since 1963 as an analyst, securities broker, investment counselor, and asset manager. He also served as a regional division manager for a major NYSE member firm.

John graduated from the University of Kentucky with a major in Agricultural Economics. He has pursued advanced studies at Washington University, St. Louis University Law School, The Ben Franklin School of Accounting, and the Masters of Taxation Program at Southeastern University. John completed the Certified Financial Planner designation program.

John has served on the board of numerous organizations, and is a member of the Endowment Committee of the Potomac Appalachian Trail Club. He has made hundreds of media appearances, and has been cited in the Washington Post, Money Magazine, and Assignment Small Business. He is a Rotarian and avid sailor.

Derek Johnson is the Vice-President and a Director of Ferguson Asset Management, Inc. He is a registered investment advisor and a candidate for the Certified Financial Planner (CFP) designation. Derek has been with Ferguson Asset Management, Inc. since 2000. He attended the University of Maryland and majored in finance where he maintained a 3.65 GPA.

Within our firm we operate using a team approach and Derek is our DFA (Dimensional Funds Analysis) mutual funds specialist. John, Derek, and Dawn, jointly review each portfolio on a weekly basis. Derek is our point person in this investment management process. Derek also supervises the daily maintenance and updating of our portfolio record keeping system, AXYS.

Dawn Doebler, CPA, CFP ® manages firm operations and provides guidance on financial planning and tax-related issues.
She holds an M.B.A. in Finance and Accounting from the University of Maryland and a Bachelor’s in Financial Planning and Economics. Dawn has an extensive knowledge base gained from various positions in financial consulting, small business development, and international financial systems consulting with multinational corporations. She has appeared as a money expert on Fox 5 (DC) and was recently a featured speaker for a NAPFA Communications and Counseling conference.

Suzanne Shank is our Operations Manager. She attended DePaul University focusing on Theater Management & Production, but her career shifted.  For the past seven years Sue has applied her management skills to the financial services industry. She is responsible for day to day operations of the office, scheduling client meetings, interacts with clients on a daily basis as well as ensuring all compliance requirements are met.

Contributions and Publications

John Ferguson is a recurrent financial analyst for the Fox Broadcasting Company. For six years he hosted Money Matters, an hour-long weekly public radio program. He also served as a weekly commentator on Assignment Small Business, a Broadcast Group feature program carried on 240 stations nationwide.

John has also published a number of articles and has been cited in various publications including Money Magazine, The Washington Post, and USA Today. He has been a lecturer at The George Washington University.

 
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