Sellwood Investment Partners

What Sellwood Investment Partners does

Sellwood Investment Partners is a Portland, Oregon-based boutique investment advisory firm founded in August 2012 by four former senior consultants at R.V. Kuhns & Associates. The firm provides customized investment advisory and discretionary portfolio management services primarily to mid-market institutional clients—endowments, foundations, retirement plan sponsors, and select high-net-worth individuals—typically with $50 million to $500 million in assets. As of April 2026, Sellwood advised approximately $11 billion in client assets and reported a client retention rate above 99% with average client relationship duration exceeding 10 years.

The firm's core methodology combines proprietary annual capital market assumptions, a four-step portfolio construction process (Investment Policy Statement development, asset allocation, portfolio construction, and ongoing implementation), and a proprietary active manager research framework that includes Active Share and Active Fee analysis. Services are delivered through direct relationships between clients and experienced investment professionals, with an average advisor experience of 22 years and no relationship managers or intermediaries. Sellwood is 100% employee-owned, operates as a fee-only registered investment adviser under the Investment Advisers Act of 1940, and holds SEC registration.

Sellwood's go-to-market relies on thought leadership through its Insights blog (quarterly market snapshots and annual capital market assumptions), community involvement with local nonprofits, and referral-driven business development rather than paid advertising. Pricing is not publicly disclosed; fees are structured as a fraction of expected value-added and billed annually on a quote basis. In April 2026, Fiducient Advisors—a subsidiary of Wealthspire—announced an agreement to acquire Sellwood in a transaction intended to expand Wealthspire's institutional and private client capabilities in the Pacific Northwest, subject to customary closing conditions.

Name

Sellwood Investment Partners

Legal name

Sellwood Investment Partners

Website

https://sellwoodip.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Sellwood Investment Partners is a Portland-based boutique investment advisory firm providing customized portfolio management and investment consulting to endowments, foundations, retirement plan sponsors, and select high-net-worth clients, managing approximately $11 billion in client assets as of April 2026.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (523910)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Sell-Side Business Brokerage (FSAEAIAC)

Keywords

• Investment advisory services
• Portfolio management
• Capital market assumptions
• Outsourced CIO services
• Retirement plan consulting

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Sellwood operates as a fee-only investment advisor, paid directly by clients. They structure advisory fees to be only a fraction of the value expected to be added to clients. The firm accepts only cash payments from clients and does not accept compensation from investment managers or other service providers they recommend.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Sellwood Investment Partners provides fee-only, discretionary and non-discretionary investment advisory and portfolio management services to mid-market institutional clients (endowments, foundations, retirement plans) and select private wealth clients. Engagements are delivered through direct relationships with senior investment professionals and are anchored by proprietary capital market assumptions and investment manager research. The firm additionally offers Outsourced CIO services and proprietary research publications (annual Capital Market Assumptions and quarterly Market Snapshots).

Product overview

Sellwood Investment Partners is a boutique investment advisory firm offering a unified suite of investment consulting and portfolio management services. The core offering consists of customized investment advisory services and portfolio management, supported by proprietary investment manager research and selection. The firm complements its advisory services with research publications including annual Capital Market Assumptions reports and quarterly Market Snapshot reports. For nonprofit clients, Outsourced CIO services provide comprehensive investment program management. All services are delivered through direct advisor relationships without proprietary products, ensuring conflict-free guidance aligned with client interests.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Portfolio Management
• Investment Manager Research & Selection
• Outsourced CIO Services
• Capital Market Assumptions Report
• Market Snapshot Reports
• Retirement Plan Advisory Services

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Fiducient Advisors (Wealthspire)flagshipStrategic or Co-development Partner · 24 April 2026Wealthspire's Fiducient Advisors agreed to acquire Sellwood Investment Partners for $11 billion in assets. The acquisition is intended to expand Wealthspire's institutional and private client advisory capabilities in the Pacific Northwest while providing Sellwood clients with access to expanded research and broader resources. Transaction remains subject to customary closing conditions. Houlihan Lokey and Berkshire Global Advisors served as financial advisors to the respective parties.

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Asset Consulting Group (ACG): Independent institutional investment advisor focused on foundations, endowments, and corporate plans. Provides OCIO and discretionary advisory services directly comparable to Sellwood's offerings for the same nonprofit and institutional client segments.
• Verus: Independent institutional investment consulting firm providing OCIO, advisory, and manager research to endowments, foundations, and corporate plans. Verus offers a comparable boutique-style service model to similar institutional clients.
• Meketa Investment Group: Independent investment consulting firm focused on institutional clients (endowments, foundations, public pensions, corporate plans). Meketa's OCIO and consulting services directly mirror Sellwood's offerings at a similar boutique scale.
• RVK (formerly R.V. Kuhns & Associates): Sellwood's founding principals and most senior staff all previously worked at R.V. Kuhns & Associates. RVK is one of the largest US institutional investment consulting firms, directly competing in the endowment, foundation, and retirement plan advisory market that Sellwood serves.
• Marquette Associates: Independent institutional investment consulting firm serving endowments, foundations, and retirement plans. Marquette provides nearly identical advisory, OCIO, and manager research services to a comparable institutional client base.
• Fiducient Advisors: Sellwood's pending acquirer and a top-tier institutional investment advisor serving endowments, foundations, and retirement plans. Fiducient provides nearly identical services (OCIO, manager research, asset allocation) and is the most direct functional comparison.
• NEPC (New England Pension Consultants): Independent investment consulting firm advising institutional clients on asset allocation, manager selection, and OCIO services. NEPC competes head-to-head with Sellwood for endowment, foundation, and retirement plan mandates.

Broad incumbents

• Aon (Investment Consulting): Global professional services firm with a major investment consulting practice serving institutional clients including endowments, foundations, and corporate plans. Competes with Sellwood in institutional advisory but with vastly broader services and global reach.
• Mercer Advisors: Global investment consulting and OCIO business serving institutional clients including endowments, foundations, and corporate plans. Overlaps with Sellwood in institutional advisory but operates at substantially larger scale and broader geographic footprint.
• Cambridge Associates: One of the largest global investment advisors to endowments, foundations, and pension plans. Provides discretionary OCIO and non-discretionary advisory services overlapping with Sellwood, but at much larger scale and with broader international reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/sellwoodip
• LinkedInlinkedin.com/company/sellwood-investment-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sellwood Investment Partners