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Sellwood Investment Partners adheres to a consistent investment and advisory philosophy that applies to all clients. At the same time, we approach each client individually because no single portfolio is appropriate for all. At Sellwood, no two portfolios are the same, because no two clients are the same. We specialize in creating customized investment portfolios for the following client types.
By embracing their missions and values as our own, we help nonprofits make the greatest lasting community impact with their investments. We begin our process with a detailed review of a nonprofit organization’s purpose, values, mission, current investment portfolio, and relevant constraints. Once we understand a nonprofit’s values and long-term objectives, we tailor a uniquely customized and highly diversified portfolio to deliver on its philanthropic goals while helping its board fulfill its fiduciary responsibilities. We have substantial experience designing both optimal long-term (endowment and foundation) and short-term (reserve) portfolios for nonprofits – and experience serving clients as an Outsourced CIO, in a fully advisory capacity, and everything in between.
Our investment professionals have extensive experience advising retirement plans and related savings plans of all types, including open and closed defined benefit plans, 401(k), 401(a), 403(b), 457, profit sharing, 529 college savings, and ABLE Act plans. We are experts in investment policy development, plan design and monitoring, investment menu construction, manager selection and monitoring, performance reporting, plan fee reviews, and participant education, and we remain current on relevant regulations and industry trends. For defined benefit plans, we understand that the plan’s sole purpose is to meet its liabilities, and we invest with a comprehensive liability-driven framework. For defined contribution plans, we take the time to fully understand each plan’s participant demographics to implement a customized investment offering that will increase employee engagement and give participants the confidence to succeed in retirement.
No client is ever best served by a “model portfolio.” The portfolios we design for private wealth clients reflect their unique values, objectives, and visions for the future, employing an institutional-quality investment process. We work with clients’ existing attorneys, estate planners, and other service providers to ensure that their portfolios advance their values and goals, rather than merely delivering investment returns. Because we have no conflicts of interest and offer no proprietary products, we are free to use the industry’s highest-quality tools to implement a fully customized investment portfolio for every client that reflects their unique values and responds to their specific needs – just as we would for any institutional client.
