Charlie Waibel's Contact Details

Charlie Waibel's Company Details

Sellwood Consulting LLC

Tigard, OR, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Sellwood Consulting LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.We offer investment advisory services, free from all conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships.We created Sellwood Consulting LLC because we believe that optimal institutional investment advice doesn't come out of an institution. We believe that unique clients deserve customized portfolios, and that a boutique approach enables unparalleled client service.Our founding consultants have worked closely together since 2005, leading client relationships ranging from several million dollars to several billion dollars in size. We are a Registered Investment Advisor and our entire team is located in our Portland, Oregon, office.We work with a variety of client types, providing investment consulting services to:* defined benefit plans* defined contribution plans* endowments, foundations, & nonprofits* other institutional clientsAll of our investment advice is customized to the individual client, and we strive for our recommendations to be comprehensive, intelligent, and understandable.