CUTLER INVESTMENT GROUP
Firm details
- Headquarters
- JACKSONVILLE, Oregon
- CRD number
- 128483
- Registered since
- October 31, 2003
- Website
- www.cutler.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.11%
- Pension & Profit Sharing Plans26.61%
- Individuals12.63%
- Investment Companies5.87%
- Corporations / Businesses2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cutler Investment Group is an SEC-registered independent registered investment advisor organized as an LLC and in operation since 2003. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning and discretionary portfolio management across individuals, small businesses, corporations and investment companies, along with pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Cutler Investment Group identifies as an active ESG investor and incorporates environmental, social and governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities19%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 4MATTHEW PATTEN
Chief Executive Officer, Portfolio ManagerCRD 2762796
BROOKE ASHLAND
Chief Executive OfficerCRD 2762853
ERICH PATTEN
Chief Investment OfficerCRD 4670959
Contacts
3 of 17CHRISTOPHER HECKENKAMP
Financial AdvisorCRD 6985506
JOSEPH LU
Portfolio ManagerCRD 4668763
THOMAS CAUGHELL
Financial AdvisorCRD 7337078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$599M in ETFs
90%
$538M
6%
$61.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $46.3M | 161,267 | 7.74% |
Location
JACKSONVILLE, OR
JACKSON
Location
JACKSONVILLE, OR
Headquartered in JACKSONVILLE, OR, anchoring the Medford-Grants Pass, OR metro in the West.
- Metro area
- Medford-Grants Pass, OR
- Region
- West
- County
- JACKSON
- Address
- 525 Bigham Knoll Dr
- Time zone
- PT (UTC-8)
- Office locations
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