Brooke Cutler Ashland
Chief Executive Officer

entered the business shortly after the passage of ERISA in 1974. The objective of the tax-exempt world at the time was to create wealth. Newly formed retirement funds, and established tax -exempt entities as well, matched liabilities with assets, and set about to conquer the efficient frontier, in search of the optimum investment program.

Individuals at that time faced a top tax bracket of 70%, which created multiple tax advantaged investment strategies (formerly known as tax shelters). People often invested for the benefit of tax avoidance, rather than on the merits of the investment itself.

Today, more than 30 years latter, the markets have matured, producing staggering volume and massive wealth. Technology keeps us tuned-in to the in-flows and out-flows of capital continuously. Individuals as well as institutions discuss investing in polite circles, (once verboten). The dividend tax rate is on par with capital gains, and the economy continues to grow.  Most investors are focused on capital preservation. In all of our Cutler Group companies, we remain committed to providing our clients with high quality investment choices that best suit their needs.