Sellwood Investment Partners LLC

Investment ManagementOregon, United States11-50 Employees

Sellwood Investment Partners 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 Investment Partners 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.

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