Sellwood Investment Partners LLC Employee Directory

Investment ManagementOregon, United States11-50 Employees

Sellwood Investment Partners LLC operates in the investment management industry, providing customized investment advisory services to institutional clients with a focus on independence and long-term relationships. The firm emphasizes tailored portfolios and comprehensive, understandable recommendations designed to align with each client’s objectives, offering guidance to defined benefit and defined contribution plans, endowments, foundations, nonprofits, other institutional clients, and select private wealth clients. Based in Portland, Oregon, the organization positions itself as a boutique advisory practice, built on a foundation of long-standing collaboration among its founding advisers, who have guided client relationships spanning from millions to billions of dollars in assets managed. A notable development in its recent history is the acquisition activity involving Sellwood Consulting, reflecting ongoing industry consolidation, while Sellwood Investment Partners continues to operate within the advisory space. The firm describes its approach as free from conflicts of interest, aiming to deliver intelligent, proactive advice within a framework of personalized service.

Sign up for free to view info

Company overview Email format