Ten years ago, Sellwood’s four founders opened the firm’s doors in a little office in Portland. At the time, we had no clients, no track record, and no assets to advise. But what we lacked in resources, we made up for in a strong vision for a different type of institutional advisory firm. Sellwood was … Continue reading Celebrating a Decade of Small Batch Portfolios
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
HAPPY HOLIDAYS from our screens to yours. We are numbers people. Our 2020 was characterized by: $6.4 billion assets advised 2 new clients 4 new beards 2,177 Zoom calls 0 airline statuses attained 20 new computer monitors for home offices 3 promotions (congratulations Taylor, Ryan, & Ruthie) 1 new CFP® certification (congratulations Taylor) 2 CFA … Continue reading Happy Holidays
From Sellwood’s family to yours, we wish you a wonderful holiday season and a happy, prosperous, and healthy new year. Sellwood had a great year. We welcomed five new clients, two new employees, two new shareholders, 950 new square feet of office space, one new baby, and one engagement. We also had the opportunity to … Continue reading Happy Holidays from Sellwood Consulting
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)