Cutler Commentary
Preparing for 2025: How Cutler Advisors Stay Ahead for You - Erich Patten
February 04, 2025
In our bi-annual advisor training in Salt Lake City, Cutler’s Erich Patten - Chief Investment Officer, shares insights on how Cutler Investment Group is preparing to better serve our clients in 2025.
This year’s sessions focused on:
✅ Financial Planning – Refining strategies to support long-term financial goals
✅ Investments – Discussing market trends and portfolio strategies for the year ahead
✅ Enhancing Annual Meetings – Improving communication and planning with clients
✅ Continuous Improvement – Evaluating what we do well and how we can serve you better
At Cutler, we believe in staying ahead to provide thoughtful, informed, and proactive financial guidance. This training ensures our advisors are fully equipped to navigate the evolving financial landscape and help clients make confident decisions. Watch now to learn how we’re setting the foundation for a successful year ahead.
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Disclaimer
These blogs are provided for informational purposes only and represent Cutler Investment Group’s (“Cutler”) views as of the date of posting. Such views are subject to change at any point without notice. The information in the blogs should not be considered investment advice or a recommendation to buy or sell any types of securities. Some of the information provided has been obtained from third party sources believed to be reliable but such information is not guaranteed. Cutler has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary. No reliance should be placed on, and no guarantee should be assumed from, any such statements or forecasts when making any investment decision.
