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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

2022 Economic & Market Review

  • Happy Holidays

    December 19, 2022

  • Celebrating a Decade of Small Batch Portfolios

    September 27, 2022

  • Good and Bad Benchmarks

    May 26, 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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    2022 Economic & Market Review

    2022 Economic & Market…

    2022 was a brutal year for markets, offering few places to hide to novice and professional investors alike. As we transition to 2023, the following questions are top of mind: How does 2022 market performance compare to history? What is the near-term outlook for a recession? How should recent economic data be interpreted? 2022 Investment … Continue reading 2022 Economic & Market Review →

    January, 3, 2023

Current Market Snapshot

  • 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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    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
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    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
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6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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