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  • Uncompromising.
    And Uncompromised.

    We help institutional clients achieve their unique goals with thoughtful investment advice, delivered with integrity.

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Current Market Snapshot

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    December 2020
Recent Research

Capital Market Assumptions: Mid-Year Update

  • 2020 Capital Market Assumptions

    February 18, 2020

  • Ten Years, Ten Observations, and Ten Predictions

    June 24, 2019

  • Modeling the Reality of Risk in 2019

    April 12, 2019

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Our Team

The Sellwood Consulting team has consulted to a broad range of institutional investors, including some of the largest portfolios in the country. Our senior team has worked closely together since 2005.

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Charlie Waibel, CFA

Consultant, Managing Principal

Kevin Raymond

Consultant, Principal

Ryan Harvey, CFA

Consultant, Principal

Ashlee Moehring

Consultant, Principal

Nick Woodward, CFA

Consultant, Principal

Ruthie Zimmerman

Director of Investment Operations, Principal

Ryan Fitzgerald, CFA

Consultant, Principal

Taylor Cuzzort, CFP®

Associate

Nathan Pellatz

Analyst

Liam Herlihy

Analyst

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Current Market Snapshot

  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/pexels-photo-267642.jpeg

    Capital Market Assumptions: Mid-Year Update

    Capital Market Assumptions: Mid-Year…

    Every year, we update our forward-looking Capital Market Assumptions – the building blocks of our asset allocation work on behalf of Sellwood clients – as of December 31. Because equity and bond markets have changed so considerably in the first quarter of this year, we have taken the extraordinary step of updating those assumptions outside … Continue reading Capital Market Assumptions: Mid-Year Update →

    April, 14, 2020

Current Market Snapshot

  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/pexels-photo-267642.jpeg

    Capital Market Assumptions: Mid-Year Update

    Every year, we update our forward-looking Capital Market Assumptions – the building blocks of our asset allocation work on... April, 14, 2020
  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/open-book-library-education-read-159621.jpeg

    2020 Capital Market Assumptions

    Download our 2020 Capital Market Assumptions White Paper. Sellwood Consulting’s 2020 Capital Market Assumptions contemplate a prospective lower-return environment caused... February, 18, 2020
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    Ten Years, Ten Observations, and Ten Predictions

    This past March marked the 10-year anniversary of the market bottom that concluded the 2008/2009 Global Financial Crisis. The... June, 24, 2019
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Sellwood Consulting LLC
6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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