How We Work With Financial Advisors

As a fellow investment advisor, we at Cutler Capital understand the obligations that advisors owe to their clients. To that end, we work with financial intermediaries to craft customized portfolios in accordance with the desired risk/return profile of your underlying clients. Our investment focus areas can be utilized as part of an asset allocation plan that you manage, or we are able to provide a fully-implemented solution in accordance with the parameters that you provide.

While we will make ourselves available to meet with your clients and answer questions, we are also content to remain in the background and solely provide our investment specialties.