How we stayed merry in 2014:
We welcomed 6 new clients:
- A non-profit organization
- A corporate retirement plan
- A public defined contribution plan
- Two benefit trusts
- A multi-employer trust
Our assets under advisement grew to $3.3 billion.
We had many reasons to cheer:
- A new employee
- A new baby
- A new CFA charterholder
- An alumni of the year award
- An engagement
Happy holidays from all of us at Sellwood Consulting.