 t
Cutler, we work to develop a lasting relationship
with our clients. The Cutler family has been a trusted name in
investment management for over 30 years. Our long-term,
conservative approach to investing has given confidence to three
generations of investors. As we begin the next 30 years in
business and look forward to our fourth (and fifth) generations
of clients we have begun by preparing a short information piece
to help parents talk with their children about how to save for
their future. Please click
here
to view this brochure. Our client loyalty is our greatest
success.
- Over half of our clients
have been with us over 10 years
- Over one third have been
with us for over 20 years
- Over 100 clients are
401(K) rollovers from employees who have left firms where Cutler
managed the company’s retirement plan.
Cutler’s Wealth Management services provide
our clients a strategy for achieving their investment goals. We
begin by acquiring a clear picture of your objectives. Then we
work to design your Investment Policy, which serves as a blueprint
for your asset allocation. We will monitor and review your
risk-reward tolerances, and create a portfolio which best serves
your investment goals. At Cutler, we value our client
relationships, and this knowledge helps us to create a portfolio
customized for their needs.
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