Favorite Quote
"Get a good idea, and stay with it. Dog it, and work it until it's done, and done right." - Walt Disney
FINRA BrokerCheck
Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheckErich M. Patten
Mr. Patten received his Bachelor of Science in Economics from the University of Pennsylvania.
He was awarded his Masters in Public Policy from the University of Chicago.
Cutler’s founding philosophy is a commitment I take to work with me every day. This commitment is our belief that our clients are best served through conservative income producing investments, with a priority on managing risk. Whether the client is a large-institutional plan or a 401(k) participant just getting started, I remain committed to our fiduciary approach and investment decisions based on solid fundamental analysis.
As Portfolio Manager of the Cutler Equity Fund, I take Cutler’s commitment to dividends personally. When my grandfather, Ken Cutler, mentored me in the business, I would spend hours scouring annual reports and balance sheets at his instruction. He believed that consistent dividends were real returns for investors, and something that cannot be manipulated by management. Dividends are something investors can take to the bank.
Outside of work, I believe that service is a responsibility of the business community, and I am a member of the Bellevue Rotary Club. I live in Bellevue, Washington with my wife and three children- where I am a Cub Scout leader and a dedicated Seattle Mariners fan.
I have managed the firm's investment strategies, alongside my brother Matt, since 2003. My focus is on qualitative and quantitative analysis for security selection. I am President of the firm, Chief Investment Officer, and serve as President of the Cutler Trust, providing oversight of the Cutler Equity Fund.
Favorite Quote
"Get a good idea, and stay with it. Dog it, and work it until it's done, and done right." - Walt Disney
My Services
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.
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.
