Paper Cuts
Data is everywhere. Ubiquity of data has transformed the modern investment consulting industry. The Internet and relatively inexpensive access to subscription databases mean that we swim in data, charts, and graphs. They are literally at our fingertips, conjured at whim and not requiring any sort of specialized knowledge or experience to create.
Sellwood Consulting LLC Announces $1 Billion Assets Advised
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,
Press Coverage of Ruthie Zimmerman’s Hire
The Portland Business Journal featured Ruthie in its “People on the Move” section of the February 15 issue. Sellwood Consulting was featured in FundFire this past Friday, in the article, “Upstart Consultant Hires from Kuhns Again“:
Sellwood Announces Associate Hire, Ruthie Zimmerman
Portland, Oregon – February 4, 2013 – Sellwood Consulting LLC announced that Ruthie Zimmerman has joined the firm today.
Ms. Zimmerman worked with Sellwood’s founders for more than six years at R.V. Kuhns & Associates, where she served several of the firm’s largest corporate clients ranging from defined benefit and defined contribution plans to health care and operating reserves. She also has experience working with endowments, foundations and Taft-Hartley plans.
Sellwood Announces Associate Hire, Ryan Fitzgerald
Sellwood Consulting LLC announced that Ryan Fitzgerald has joined the firm today as an Associate. Mr. Fitzgerald previously worked for R.V. Kuhns & Associates, in Portland, Oregon, where he prepared and analyzed performance,
The SEC-DOL List of Questions to Ask Every Pension Consultant
The Department of Labor and Securities and Exchange Commission (SEC) developed the following list of ten questions to assist pension plan fiduciaries in evaluating the objectivity of the plan’s pension consultant. We have answered them here for clients and prospective clients (you may also download a PDF document of our response):
Press Coverage of Our Launch
Press coverage has been favorable for Sellwood’s launch.
FundFire published a feature on Sellwood Consulting, situating our launch in the context of the “natural cycle of consultants breaking away from larger firms to create businesses of their own”:
Announcing Sellwood Consulting LLC
The founding Directors of Sellwood Consulting LLC are pleased to announce the formation of our firm. Our vision is to provide institutional investment consulting, free of conflicts of interest, without the disadvantages inherent in the large firms in our industry. We intend to work with a few select clients to maintain long-term relationships with our experienced consultants.