Sellwood Consulting is proud to announce that Mark Sturdivan has joined the firm as an Analyst. In his role at Sellwood, Mark will create and analyze client investment performance reports, prepare analytical materials for clients, and assist with the firm’s overall research effort.
Portland, Oregon – July 22, 2013 – Sellwood Consulting LLC, an institutional investment consulting firm, announced that it has advised $1 billion in client assets in its first year of operation. Charlie Waibel, Sellwood’s Managing Director, noted, “We are pleased to see our unique service offering,
It is probably no surprise that a Google search of “investor mistakes” yields 30,500 results, while a search of “plan sponsor mistakes” yields only 53. The financial media typically focus on errors made by 401(k) plan consumers rather than those made by its architects—the plan sponsors. However, plan sponsors can encounter pitfalls similar to individual investors when it comes to designing
The Portland Business Journal featured Ruthie in its “People on the Move” section of the February 15 issue. Sellwood Consulting was featured in FundFire this past Friday, in the article, “Upstart Consultant Hires from Kuhns Again“:
Portland, Oregon – February 4, 2013 – Sellwood Consulting LLC announced that Ruthie Zimmerman has joined the firm today.
Ms. Zimmerman worked with Sellwood’s founders for more than six years at R.V. Kuhns & Associates, where she served several of the firm’s largest corporate clients ranging from defined benefit and defined contribution plans to health care and operating reserves. She also has experience working with endowments, foundations and Taft-Hartley plans.
Sellwood was featured in today’s FundFire People Roundup, highlighting our early growth in both clients and headcount.
Sellwood Consulting, only a few weeks removed from its break with R.V. Kuhns, has already begun luring more talent from the mothership. Ryan Fitzgerald, who previously prepared and analyzed performance,
Sellwood Consulting LLC announced that Ryan Fitzgerald has joined the firm today as an Associate. Mr. Fitzgerald previously worked for R.V. Kuhns & Associates, in Portland, Oregon, where he prepared and analyzed performance,
Sellwood’s Ryan Harvey was the featured columnist in FundFire’s “Your Q&A” column, which FundFire describes as “your opportunity to get your questions answered by industry leaders,” on September 10. The column begins:
Press coverage has been favorable for Sellwood’s launch.
FundFire published a feature on Sellwood Consulting, situating our launch in the context of the “natural cycle of consultants breaking away from larger firms to create businesses of their own”: