We set no special requirements for investment managers to be included in our database. To be included in our search universe, investment managers need only ensure that the eVestment database is updated and complete.

We evaluate investment managers for our clients using separate criteria for each asset class, but in all cases place a priority on the following evaluation criteria, in no particular order:

  • Strength and depth of organization and investment team
  • Investment philosophy and process
  • Consistency of team, process, and returns
  • Investment risk mitigation
  • Articulated rationale for the manager’s strategy to consistently outperform the benchmark
  • Fees

Please note that we do not accept meals, gifts, or gratuities, or any other compensation from investment managers.

To request a meeting, please simply e-mail [email protected]. In your e-mail, please indicate the specific product(s) you would like to discuss, and who specifically will attend the meeting. We review meeting requests at least once per week and will get back to you.

If you have not been to our office, please visit Directions to Sellwood Consulting. Our dress code is business casual and you are welcome to leave your tie in the bag.

After scheduling a meeting, if you could please send a copy of your presentation materials in PDF format in advance of the meeting, it will help us make the best use of our time together.

Before meeting with us, you may be interested to review our Investment Philosophy and Manager Research Philosophy.

There is a Starbucks located one block south of our office, if you would like to get a drink or catch up on work between meetings.

We welcome your materials, white papers, monthly and quarterly updates, and other correspondence. Please send them to [email protected].