Third Quarter 2024 Market Snapshot
The third quarter’s mixed economic news and the Fed’s first rate cut in four years brought, paradoxically, both the return of market volatility and new stock market highs.
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Sellwood Investment Partners is an established boutique firm helping nonprofits, companies, and select individuals reach their financial and philanthropic goals through seasoned, uncompromised investment advice and portfolio management services.
At Sellwood, we provide highly customized investment solutions that advance your values and mission. We employ neither conventional thinking nor cookie-cutter model portfolios. Instead, we craft tailored investment strategies based on personal attention, decades of experience, and genuine relationships. Our independent approach is possible because of our independence and dedication to integrity, leaving us beholden only to our clients.
The longevity and consistency of our team is a primary reason for our success. It’s also a core business value — because maintaining a stable firm is essential to helping our clients realize the rewards of a sound long-term investment strategy. On average, our investment professionals have been crafting investment strategies for 22 years. That’s a wealth of collective wisdom and experience at your service.
We know your investment strategy is about more than financial returns. That’s why we take the time to understand your story and what matters to you. Once we do, we focus on turning your assets into action to advance your mission and values.
The third quarter’s mixed economic news and the Fed’s first rate cut in four years brought, paradoxically, both the return of market volatility and new stock market highs.
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