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.”
Our firm and families spent the morning of this year’s Martin Luther King, Jr., holiday planting trees. The event, organized by local charity Friends of Trees, saw volunteers plant 500 native trees and shrubs in a local community park.
How we stayed merry in 2014:
We welcomed 6 new clients: A non-profit organization. A corporate retirement plan
Our staff, and several of our family members, spent the morning of the Martin Luther King, Jr. holiday planting native red alder and dogwood trees at a local park. As noted in our article Paper Cuts, we are believers in being responsible stewards of natural resources,
All of us at Sellwood Consulting wish you our best for a joyous holiday season, and a happy, healthy, and prosperous 2014.
On behalf of each of our clients, we have made a donation to Medical Teams International, a global health organization that helps people affected by disaster, conflict, and poverty in 70 countries. We hope that you will consider joining us in supporting this worthy organization.
Data is everywhere. Ubiquity of data has transformed the modern investment consulting industry. The Internet and relatively inexpensive access to subscription databases mean that we swim in data, charts, and graphs. They are literally at our fingertips, conjured at whim and not requiring any sort of specialized knowledge or experience to create.