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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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    March 2021
Recent Insights

Sellwood Joins Institutional Investing Diversity Cooperative

  • 2021 Capital Market Assumptions

    March 31, 2021

  • Celebrating Promotions & New Shareholders

    January 6, 2021

  • Happy Holidays

    December 23, 2020

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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

Nathan Pellatz

Analyst

Liam Herlihy

Analyst

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Current Market Snapshot

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    2021 Capital Market Assumptions

    2021 Capital Market Assumptions

    Download our 2021 Capital Market Assumptions White Paper. Sellwood Consulting’s 2021 Capital Market Assumptions contemplate a prospective lower-return environment, caused by last year’s declining yields and expanded valuations. These 10-year, forward-looking assumptions of asset class return, risk, and correlation are the key input variables for our asset allocation work on behalf of clients. As a result … Continue reading 2021 Capital Market Assumptions →

    March, 31, 2021

Current Market Snapshot

  • https://www.sellwoodconsulting.com/wp-content/uploads/2017/08/books-bookstore-book-reading-159711.jpeg

    2021 Capital Market Assumptions

    Download our 2021 Capital Market Assumptions White Paper. Sellwood Consulting’s 2021 Capital Market Assumptions contemplate a prospective lower-return environment, caused... March, 31, 2021
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    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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6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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