Charles J. Waibel

BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies.

Functions as a College/University

Sellwood's constructs portfolios, they develop custom, forward-looking assumptions for the asset classes or distinct investment strategies that exist in client portfolios. We use modeling software to construct optimal portfolios based on those forward-looking inputs. Depending on the individual circumstances and needs of the client, the modeling approach may rely on me.