Sellwood Investment Partners

since 2012

11-50 employees
Investment Management

Sellwood Investment Partners

Sellwood Consulting LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.

We offer investment advisory services, free from conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships.

We created Sellwood Consulting LLC because we believe that unique clients deserve customized portfolios, and that a boutique approach enables unparalleled partnership with clients.

Our founding advisors have worked closely together for nearly 20 years, leading client relationships ranging from several million dollars to several billion dollars in size.

We work with a variety of client types, providing investment consulting services to:

* defined benefit plans
* defined contribution plans
* endowments, foundations, & nonprofits
* other institutional clients
* select private wealth clients

All of our investment advice is customized to the individual client, and we strive for our recommendations to be comprehensive, intelligent, and understandable.

Expertise

Investment Consulting, Pension Consulting, and Investments

Third Quarter 2024 Market Snapshot

7 months ago

The third quarter’s mixed economic news and the Fed’s first rate cut in four years brought, paradoxically, both the return of market volatility and new stock market highs. Despite two modest drawdo...

By Sellwood Investment Partners In Macro, Equities

Fourth Quarter 2023 Market Snapshot

1 year ago

Pessimistic forecasts and a dour economic outlook set the stage for an unexpected stock bull market boom in 2023. Just over a year ago, Chairman Jerome Powell cautioned that “it is likely that rest...

By Sellwood Investment Partners In Portfolio Construction, Equities, Macro

Happy Holidays

1 year ago

In the spirit of the Holiday Season, Sellwood has made a financial contribution to the Oregon Humane Society, where five of Sellwood’s staff members have adopted members of their families. The Oreg...

By Sellwood Investment Partners

Third Quarter 2023 Market Snapshot

1 year ago

Surging yields on longer-term government bonds interrupted the steady market rally that had so far characterized 2023. The Russell 1000, which had been up nearly 20% for the year just two months pr...

By Sellwood Investment Partners In Fixed Income

Second Quarter 2023 Market Snapshot

1 year ago

Stocks continued to advance, shaking off the bear market of 2022, as several potential market disruptions failed to materialize. Unexpected global banking sector issues, including the second larges...

By Sellwood Investment Partners In Equities, Industry, Fixed Income

Bond Investing When the Yield Curve is Inverted

1 year ago

The Treasury yield curve remains persistently inverted, implying that short-term bonds offer higher expected returns than intermediate- or long-term bonds. Given this information, does it make sens...

By Sellwood Investment Partners In Fixed Income, Portfolio Construction

First Quarter 2023 Market Snapshot

2 years ago

Softening inflation, a budding banking crisis, and a strong overall economic picture caused investors to re-evaluate their expectations for future interest rates in the first quarter. As a result,...

By Sellwood Investment Partners In Macro, Industry, Thematic / Megatrends, Fixed Income, Equities

2023 Capital Market Assumptions

2 years ago

Sellwood’s 2023 Capital Market Assumptions represent our best current thinking about future returns. They are the essential building blocks of the asset allocation work we perform for clients.

By Sellwood Investment Partners In Portfolio Construction, Thematic / Megatrends

2023 Investment Themes: Changing Narratives

2 years ago

The dozen years following the 2008-09 Global Financial Crisis can be separated into two distinct market narratives, both of which are currently being unwritten.

By Sellwood Investment Partners