SELLWOOD INVESTMENT PARTNERS LLC

Overview

Sellwood Investment Partners LLC is a fee-based advisory firm that serves high-net-worth individuals, families and institutional clients, with an emphasis on discretionary portfolio management and pension consulting. The firm acts as a capital allocator and selects third-party advisers when appropriate, combining professionally managed mutual fund and ETF exposure with access to external alternative managers. Its investment posture is tilted toward broad-market, passively oriented public funds—evident from the concentration in large-cap index ETFs—while retaining the ability to deploy specialist external managers for non‑correlated or niche exposures. Sellwood is not an active ESG investor and is organized as an individual-owned limited liability company that has been SEC-registered since 2012. Sellwood’s advisory services include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, and selection of other advisers. The firm uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures), and it reports discretionary management across its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices