Rutherford Investment Management
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 167545
- Registered since
- September 20, 2019
- Website
- rutherfordinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.39%
- Pooled Investment Vehicles8.11%
- Individuals2.79%
- Charitable Organizations2.29%
- Pension & Profit Sharing Plans0.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rutherford Investment Management is an independent, owner-operated limited liability company that provides discretionary portfolio management to both individuals/families and institutional clients. The firm is SEC-registered (registration year 2019) and charges fees based on a percentage of assets under management. Its advisory services cover separate account management for individuals and small businesses, portfolio management for pooled investment vehicles, and institutional/client business portfolios. Rutherford reports a preference for equity exposure and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.4M in ETFs
100%
$1.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $667K | 901 | 48.08% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 10300 Sw Greenburg Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Portland Private Wealth Management, Inc.
RIAPortland, OR
Continuity Wealth Management, Corp.
RIAPortland, OR
Financial Investment Team ("Fit")
RIAPortland, OR
Sortis Fund Manager, LLC
RIAPortland, OR
Inman Financial Services, Inc.
RIAPortland, OR
CLS Financial Advisors, Inc.
RIAPortland, OR