Cutler Investment Group
Institutions don’t manage money, people do. For decades, Cutler professionals have been fiduciaries for our clients. Advocates who always put our clients' interests first. Whether you are an individual investor, a retirement plan trustee, a corporation, or an institution, our pledge is the same. We are here for you.
Today’s Financial Advisors should provide fiduciary advice that is appropriate for each individual client. No two individuals are the same. Our experienced team can help you identify your goals, and we have the tools to help you achieve them. Whether building a Financial Plan, identifying a low-cost investment solution, talking with you about socially responsible investments, or looking for income, we work with you to identify your needs.
Our Institutional Consulting division is focused on building the right platform for your organization. As your advocate, we will help with plan design, plan maintenance, and vendor management. We are willing to be your 3(38) fiduciary, where appropriate, meaning that we will assume liability for investment selection within your retirement plan. And, for certain plans, we are also responsible for all participant education, helping each one of your employees reach their retirement potential.
Cutler’s foundation is built on a history of institutional asset management. Since our founding, we have managed active investment strategies as both separately managed accounts and now as a mutual fund.
We believe that dividends the most important indicator of an equities value. We look for consistency of dividend payments for the equities in our active Equity Income strategy.
Whether you are an asset allocator, another Registered Investment Advisor, or a broker-dealer, we invite you to reach out to our team to learn more about our active equity approach.
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