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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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    Fourth Quarter 2022
Recent Insights

2023 Capital Market Assumptions

  • 2023 Investment Themes: Changing Narratives

    February 7, 2023

  • 2022 Economic & Market Review

    January 3, 2023

  • Happy Holidays

    December 19, 2022

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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

Tanner Earhart

Analyst

Elizabeth Zimmerman

Office Administrator

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Current Market Snapshot

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    2023 Capital Market Assumptions

    2023 Capital Market Assumptions

    Download our 2023 Capital Market Assumptions Report. Sellwood’s 2023 Capital Market Assumptions represent our best current thinking about future returns. They are the essential building blocks of the asset allocation work we perform for clients. Each year, though make incremental enhancements to our methods for gauging the future value of assets, we maintain our focus … Continue reading 2023 Capital Market Assumptions →

    March, 24, 2023

Current Market Snapshot

  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/10/laptop-notebook.jpg

    2023 Capital Market Assumptions

    Download our 2023 Capital Market Assumptions Report. Sellwood’s 2023 Capital Market Assumptions represent our best current thinking about future... March, 24, 2023
  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/sellwood_pen_2.jpg

    2023 Investment Themes: Changing Narratives

    The dozen years following the 2008-09 Global Financial Crisis can be separated into two distinct market narratives, both of... February, 7, 2023
  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/open-book-library-education-read-159621.jpeg

    2022 Economic & Market Review

    2022 was a brutal year for markets, offering few places to hide to novice and professional investors alike. As... January, 3, 2023
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Sellwood Consulting LLC
6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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