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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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    June 2022
Recent Insights

Good and Bad Benchmarks

  • 2022 Capital Market Assumptions

    April 4, 2022

  • Sellwood Joins Institutional Investing Diversity Cooperative

    April 13, 2021

  • 2021 Capital Market Assumptions

    March 31, 2021

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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

Ryan Fitzgerald, CFA

Consultant, Principal

John McLaughlin, CFA, CAIA

Consultant

Ruthie Zimmerman

Director of Investment Operations, Principal

Nathan Pellatz

Associate

Liam Herlihy

Associate

Amy Acevedo

Analyst

Lucy Newman

Analyst

Guyanna Bedington

Analyst

Elizabeth Zimmerman

Office Administrator

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Current Market Snapshot

  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/sellwood_pen-1.jpg

    Good and Bad Benchmarks

    Good and Bad Benchmarks

    On the Governance Functions of Proper Benchmarking A portfolio’s benchmark is a tool that helps a client (asset owner) perform the essential governance function of monitoring the management of its portfolio. While a good benchmark will make this governance function easier, a bad benchmark will make it more difficult. This paper explains what a “good … Continue reading Good and Bad Benchmarks →

    May, 26, 2022

Current Market Snapshot

  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/sellwood_pen-1.jpg

    Good and Bad Benchmarks

    On the Governance Functions of Proper Benchmarking A portfolio’s benchmark is a tool that helps a client (asset owner)... May, 26, 2022
  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/open-book-library-education-read-159621.jpeg

    2022 Capital Market Assumptions

    Download our 2022 Capital Market Assumptions White Paper. Sellwood’s 2022 Capital Market Assumptions portray a more optimistic environment for... April, 4, 2022
  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/books-bookstore-book-reading-159711.jpeg

    2021 Capital Market Assumptions

    Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always... March, 31, 2021
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6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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