Cutler Investment Group

We are fond of saying that institutions don’t manage money, people do. Whether you are a foundation seeking to convert passion and money into social change, or are a couple in your 70’s planning a generational wealth transfer, Cutler exists to improve the lives of the people we work for. That is why each day our goal is to do what we say we will, communicate clearly, and let our actions reinforce our commitment to our client’s best interest.

Live better. More secure.

Committed. Consistent. Competent.

Today’s institutional investors are complex. Actuarial needs differ; should you overweight equities or fixed income? Philosophies differ; should your portfolio be active, passive, or both?

Much like individual investors, an institutional portfolio should be suitable to the varied needs, goals, and philosophy of the Plan, Trust, or Foundation.

Cutler’s principals have decades of experience managing asset allocation portfolios, active strategies, and advising on portfolio construction. We use a quantitative approach, coupled with the capital market assumptions of our Investment Team, to create a portfolio solution appropriate for your institution.

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