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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 2023
Recent Insights

Bond Investing When the Yield Curve is Inverted

  • 2023 Capital Market Assumptions

    March 24, 2023

  • 2023 Investment Themes: Changing Narratives

    February 7, 2023

  • 2022 Economic & Market Review

    January 3, 2023

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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

Ashlee Moehring

Consultant, Principal

Guyanna Bedington

Analyst

Ryan Fitzgerald, CFA

Consultant, Principal

Tanner Earhart

Analyst

Amy Acevedo

Analyst

John McLaughlin, CFA, CAIA

Consultant

Nick Woodward, CFA

Consultant, Principal

Kevin Raymond

Consultant, Principal

Ryan Harvey, CFA

Consultant, Principal

Ruthie Zimmerman

Director of Investment Operations, Principal

Nathan Pellatz

Associate

Liam Herlihy

Associate

Lucy Newman

Analyst

Elizabeth Zimmerman

Office Administrator

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Current Market Snapshot

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

    Bond Investing When the Yield Curve is Inverted

    Bond Investing When the…

    The Treasury yield curve remains persistently inverted, implying that short-term bonds offer higher expected returns than intermediate- or long-term bonds. Given this information, does it make sense for intermediate-term bond investors to seek those higher returns by shortening the duration of their bond portfolios? A Thought Experiment: Two Ways to Hold Bonds for Five Years … Continue reading Bond Investing When the Yield Curve is Inverted →

    May, 30, 2023

Current Market Snapshot

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

    Bond Investing When the Yield Curve is Inverted

    The Treasury yield curve remains persistently inverted, implying that short-term bonds offer higher expected returns than intermediate- or long-term... May, 30, 2023
  • 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
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6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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