About Sellwood Consulting

Sellwood Consulting LLC is an SEC-registered investment advisor providing investment consulting services, free of all conflicts of interest, to institutional clients and plan sponsors.

Our Mission

We help clients achieve their unique goals with thoughtful investment advice, delivered with integrity.

Our Values & Principles

We believe that investment advice should be provided by experienced consultants. Each of our client-facing consultants has a minimum of 12 years of investment experience.

Our consultants are thoughtful and creative with investment recommendations. They are also extremely proactive and recommendation-oriented. We resist the typical consultant temptations to provide information without conclusions, and to make timid recommendations to attain mediocre results.

Sellwood operates with the highest ethics in the business. Our ethics are our most valuable asset, and we will not compromise them. We have absolutely no conflicts of interest in serving our clients. This absolute objectivity frees our consultants to recommend managers only on their merits, and to make recommendations to clients that keep their costs lower, not higher.

Sellwood’s consultants passionately believe that the best investment solutions arise in the context of stable, long-term partnerships with clients. We do not believe that such relationships are possible without a stable firm.

Philosophy

We believe that operating under defined Investment and Advisory Philosophies makes us better consultants.  We invite you to review our Investment Philosophy and Advisory Philosophy, which are drawn from our experience and guide our advice and advisory practice.

Experience

Our senior consultants have worked closely together since 2005, leading client relationships ranging from several million dollars to several billion dollars in size.  Our professionals thrive on the challenge of creating robust investment solutions designed to exceed our clients’ expectations. Our entire team is located in our Portland, Oregon, office.

Uncompromising Ethics

It is important to us that we sit on the same side of the table as our clients, and that our clients know that our advice is completely unbiased.  Our ethical standards are uncompromising.  All our employees adhere, in writing, to both the Sellwood Consulting Code of Ethics and the CFA Institute Code of Ethics & Standards of Professional Conduct.  All of Sellwood’s revenues come in the form of cash payments from our clients – we do not accept 12B‐1 fees, soft dollars, revenue sharing, commission recapture, or any other payments from investment managers or any service provider that Sellwood may recommend to clients. Sellwood has no proprietary investment products nor lines of business that introduce conflicts of interest. As fiduciaries to every client we serve, for all services that we perform, we advise our clients under the industry’s highest standard of care.

For further information, please see our responses to the questions that the SEC and Department of Labor recommends that plan sponsors ask of their pension consultants, to evaluate their objectivity.

Ownership & Stability

Clients that hire Sellwood Consulting can have confidence that the organization they hire will be the same organization that serves them many years later. We can make this promise only because of our unique ownership and governance structure: not only are we 100% owned by our active investment professionals, but the ownership is widely dispersed throughout our organization rather than concentrated in the hands of a few individuals. We thoughtfully built our firm this way because solid long‐term client relationships and investment results start with sound firm governance and stable ownership.


 Our RFI Document provides a comprehensive and printer-friendly overview of our firm.