Portland, Oregon – July 22, 2013 – Sellwood Consulting LLC, an institutional investment consulting firm, announced that it has advised $1 billion in client assets in its first year of operation.
Charlie Waibel, Sellwood’s Managing Director, noted, “We are pleased to see our unique service offering, which combines the best features of a sophisticated institutional consulting team and the client service focus of a boutique organization, validated by client response. We are especially encouraged by the fact that our growth has come from clients in every segment of the institutional market, including endowments and foundations, corporate retirement plans, as well as governmental, Taft-Hartley, and high-net-worth investors. This early client growth has enabled our firm to reinvest in additional resources that our clients are already finding valuable.”
Sellwood Consulting was founded in August 2012 by Charlie Waibel, Kevin Raymond, Ryan Harvey, and Ashlee Moehring. The four founding principals have worked together for over eight years in senior consulting and management roles at their current and prior institutional investment consulting firms.
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