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:
UK voters shocked the world last night by voting, in a surprise, to leave the European Union. The nation will be the first to leave the 28-nation bloc, The vote was followed by British Prime Minister David Cameron’s announcement that he will resign, and by global equity markets declining meaningfully. In the UK itself, substantial losses early in the day have partially reversed course,
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.
Sellwood Consulting’s 2016 Capital Market Assumptions are available. These 10-year forward looking assumptions of asset class return, risk, and correlation are the key input variables for our client asset allocation work, including mean-variance optimization, Monte Carlo analysis, and risk budgeting.