CUTTER FINANCIAL GROUP LLC

Overview

Cutter Financial Group LLC is an independent registered investment adviser structured as a limited liability company and operating with an individual owner. The firm focuses on percentage-of-AUM advisory relationships and provides financial planning and portfolio management services for individuals, families and small businesses. Its client base also includes some institutional relationships, but retail and family clients are primary. Investment activity centers on delegated, discretionary management: the firm's regulatory filings show it manages its entire asset base on a discretionary basis. Cutter Financial Group favors pooled public funds—primarily mutual funds—for portfolio construction, using third-party managers and product wrappers rather than concentrating on direct-stock bets. The firm is not flagged as an active ESG investor and does not operate as a multi-state adviser under its filing details. Cutter Financial Group positions itself as a conventional wealth manager that leverages mutual funds and insurance-affiliated solutions to meet client objectives. It also uses select alternative allocations through external managers to broaden exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices