Portland-based investment advisor advances its capabilities while maintaining its high-touch, relationship-driven model

Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced that Fiducient Advisors has entered into an agreement to acquire Sellwood Investment Partners, a Portland, Oregon-based investment advisory firm with $11 billion in total assets.*

Known for its customized portfolios and long-standing relationships, Sellwood Investment Partners strengthens Wealthspire’s institutional and private client advisory business in the Pacific Northwest. As part of Wealthspire, Sellwood’s clients will benefit from expanded research and resources while continuing to receive tailored, hands-on service from the same team they currently work with.

Founded in 2012, Sellwood Investment Partners provides advisory and discretionary investment management services to endowments, foundations, 529 and 529A plans, retirement plans, and high-net-worth individuals. The firm is distinguished by its disciplined approach to risk and portfolio construction, commitment to serving clients, and local community impact.

“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, CFA^®, 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.”

Sellwood Investment Partners will continue to operate from its Portland office. The firm has twice been named a “Best Place to Work” by the Portland Business Journal, including in 2025.

The acquisition is subject to customary closing conditions. Houlihan Lokey served as exclusive financial advisor to Sellwood Investment Partners, and Berkshire Global Advisors served as exclusive financial advisor to Wealthspire.

About Wealthspire Institutional

Wealthspire Institutional is an independent institutional advisory platform providing retirement plan advisory and endowment and foundation investment consulting services to organizations across the United States. The platform offers both traditional investment consulting and outsourced chief investment officer (OCIO) and ERISA 3(38) fiduciary services designed to support long-term governance, cost efficiency, and responsible asset stewardship.

As part of the broader Wealthspire organization, Wealthspire Institutional combines national scale with a boutique service model, delivering research-driven insights, expanded fiduciary support, and localized expertise. Wealthspire Institutional includes 350+ professionals serving clients nationwide, enabling advisors to pair broad capabilities with regional insight. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

* Represents assets under management and advisement for Sellwood Investment Partners as of 12/31/2025.

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