Category Archives: Sellwood

Sellwood

Sellwood Joins Institutional Investing Diversity Cooperative

For a long time, a lack of good data has prevented diverse investment managers from being hired by institutional clients. That’s about to change, due to the efforts of the Institutional Investing Diversity Cooperative, which Sellwood recently joined. Members of the Cooperative believe that diverse investment teams make better investment decisions, and that including more … Continue reading Sellwood Joins Institutional Investing Diversity Cooperative


Celebrating Promotions & New Shareholders

We are proud to formally announce several recent promotions of people who exemplify Sellwood’s core values of Quality, Independence, and Partnership. Ryan Fitzgerald, CFA, is Sellwood’s newest Consultant, and Ruthie Zimmerman is our first Director of Investment Operations. Both of these individuals have demonstrated, over several years, the high integrity and work ethic that make … Continue reading Celebrating Promotions & New Shareholders


Welcoming Our Newest Shareholders

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


Happy Holidays from Sellwood Consulting

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


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