Sellwood Consulting LLC is pleased to welcome our newest shareholders, who have demonstrated lasting value to the firm and our clients, by exemplifying Sellwood’s core values of experience and integrity. NICK WOODWARD, CFA, Consultant, Principal RUTHIE ZIMMERMAN, Associate, Principal These individuals join Sellwood’s four existing employee shareholders: Charlie Waibel, Kevin Raymond, Ryan Harvey, and Ashlee Moehring. Sellwood remains 100% … Continue reading Welcoming Our Newest Shareholders
In the spirit of the holiday season, every year Sellwood Consulting celebrates a local charity. This year, we made a donation on behalf of our clients to Community Vision, one of Oregon’s largest providers of individualized support for people with disabilities. Community Vision’s mission is to make Oregon a place where people with disabilities can … Continue reading Happy Holidays from Sellwood Consulting
In the spirit of the holiday season, every year Sellwood Consulting donates to a local charity on behalf of our clients. This year, we elected to support Habitat for Humanity. Every day, families of all sizes struggle to find affordable places to live. Rapidly rising rents force people to live in unsafe, unhealthy, and crowded … Continue reading Happy Holidays From Sellwood Consulting
Political language is designed to make lies sound truthful and murder respectable, and to give an appearance of solidity to pure wind. One cannot change this all in a moment, but one can at least change one’s own habits
Sellwood is pleased to announce the newest member of our team, Taylor Cuzzort.
Taylor joins us from the University of Oregon, where she recently earned a Bachelor of Business Administration, Finance, from the Lundquist College of Business at the University of Oregon. She also earned a minor in Spanish.
We are pleased to announce that Nick Woodward, CFA, has joined Sellwood Consulting, as a Consultant. Mr. Woodward had previously worked with Sellwood’s founders for more than five years at R.V. Kuhns & Associates (RVK)
Every year, in the spirit of the Holiday Season, Sellwood Consulting invites its employees to research, nominate, and vote on one local charity to receive an annual donation on behalf of each of our clients. This year our employees elected to support Outside In‘s mission “to help homeless youth and other marginalized people become healthy and self-sufficient.”
Congratulations Ryan Fitzgerald, Associate, who was recently awarded the CFA charter.
The Chartered Financial Analyst (CFA) exam program is among our industry’s most rigorous and demanding. Additionally, according to the CFA Institute:
We would like to share with you our secret formula for delivering superior investment advice. Few other investment advisory firms share it, and most clients overlook its importance. This secret formula allows us to recommend better managers, avoid the common mistakes we see our peers making, and deliver client portfolios that regularly outperform their benchmarks and peers.
This holiday season, we gave back to our community in two ways. First, our staff spent half of a day volunteering at MacDonald Center, a Portland nonprofit organization whose mission is to “nurture the body, mind and spirit of the forgotten poor in Old Town-Downtown Portland by building connections and community.”