Sellwood Investment Partners, which has been running since 2012, offers advisory and discretionary investment work to endowments, foundations, retirement plans, and wealthy individuals, known for sticking to a careful balance of risk and portfolio design. Wealthspire now holds a deal to buy the firm after years of building up presence in the pacific Northwest. The move boosts Wealthspire’s ability to serve institutional and private clients across the region. Clients won’t lose their current advisors, and instead, they’ll access broader research tools and support from Wealthspire’s growing network. Generally, this shift feels like progress without disruption.
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“Sellwood has built an exceptional firm defined by principled investing, careful risk management, and a long-term perspective,” said Mike Goss, chief revenue officer and president of Wealthspire Institutional. “Their approach aligns seamlessly with our platform and adds further depth to the capabilities we offer clients. We look forward to working alongside the team in Portland as we expand in the Pacific Northwest.” “Our focus has always been on delivering independent, highly customized advice to each client,” said Charlie Waibel, managing principal and co-founder of Sellwood Investment Partners. “Partnering with Wealthspire allows us to deepen our resources while staying true to the relationships, values, and service our clients rely on.”
