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,
It is probably no surprise that a Google search of “investor mistakes” yields 30,500 results, while a search of “plan sponsor mistakes” yields only 53. The financial media typically focus on errors made by 401(k) plan consumers rather than those made by its architects—the plan sponsors. However, plan sponsors can
Readers of our 2013 Capital Market Assumptions will note that our return expectations are in many cases lower than the expectations that our consultant peers publish. We are aware that our assumptions are different from the crowd, but we believe that our assumptions are more grounded and realistic than
Presenting Sellwood Consulting's 2013 Capital Market Assumptions. Our forward-looking assumptions are the primary input for our asset allocation work for clients, being the input variables for mean-variance optimization, monte carlo analysis, and risk budgeting.
