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 * UNCOMPROMISING.
   AND UNCOMPROMISED.
   
   We help institutional clients achieve their unique goals with thoughtful
   investment advice, delivered with integrity.
   
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Current Market Snapshot

 * Second Quarter 2024

Recent Insights


2024 CAPITAL MARKET ASSUMPTIONS


 * THE MAGNIFICENT SEVEN AND EQUITY MARKET CONCENTRATION
   
   March 20, 2024


 * BOND INVESTING WHEN THE YIELD CURVE IS INVERTED
   
   May 30, 2023


 * 2023 CAPITAL MARKET ASSUMPTIONS
   
   March 24, 2023


OUR TEAM

The Sellwood Consulting team has consulted to a broad range of institutional
investors, including some of the largest portfolios in the country. Our senior
team has worked closely together since 2005.

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Charlie Waibel, CFA

Consultant, Managing Principal

Ashlee Moehring

Consultant, Principal

Guyanna Bedington

Analyst

Ryan Fitzgerald, CFA

Consultant, Principal

Tanner Earhart

Analyst

Amy Acevedo

Associate

Nick Woodward, CFA

Consultant, Principal

Kevin Raymond

Consultant, Principal

Ryan Harvey, CFA

Consultant, Principal

Ruthie Zimmerman

Director of Investment Operations, Principal

Nathan Pellatz

Associate

Liam Herlihy

Associate

Lucy Newman

Associate

Elizabeth Zimmerman

Office Administrator


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(503) 596-2880

info@sellwoodconsulting.com

Sellwood Consulting LLC
6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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