Sellwood Investment Partners LLC

Sellwood Investment Partners LLC

Investment Management

Portland, OR 391 followers

We help clients transform portfolios into purpose.

About us

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.

Industry
Investment Management
Company size
11-50 employees
Headquarters
Portland, OR
Type
Privately Held
Founded
2012
Specialties
Investment Consulting, Pension Consulting, and Investments

Locations

Employees at Sellwood Investment Partners LLC

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