The Department of Labor and Securities and Exchange Commission (SEC) developed the following list of ten questions to assist pension plan fiduciaries in evaluating the objectivity of the plan’s pension consultant. We have answered them here for clients and prospective clients (you may also download a PDF document of our response):
Press coverage has been favorable for Sellwood’s launch.
FundFire published a feature on Sellwood Consulting, situating our launch in the context of the “natural cycle of consultants breaking away from larger firms to create businesses of their own”:
The founding Directors of Sellwood Consulting LLC are pleased to announce the formation of our firm. Our vision is to provide institutional investment consulting, free of conflicts of interest, without the disadvantages inherent in the large firms in our industry. We intend to work with a few select clients to maintain long-term relationships with our experienced consultants.