Happy Holidays from Sellwood Consulting

How we stayed merry in 2014:

We welcomed 6 new clients:

  • A non-profit organization
  • A corporate retirement plan
  • A public defined contribution plan
  • Two benefit trusts
  • A multi-employer trust

Our assets under advisement grew to $3.3 billion.

We had many reasons to cheer:

Happy holidays from all of us at Sellwood Consulting.