There’s Wealth Management.
And There’s Managing Wealth With A Purpose.
What shapes your financial decision-making? We think it should be the same elements that shape your life. Elements such as your goals, your dreams, your character, your beliefs. The things that give life purpose.
Those things are different for every individual, every couple, every family. At Cutler, we build comprehensive wealth management plans that are tailored not only to the client’s circumstances but to their values.
By focusing on what matters, you can make choices –financial and otherwise – that genuinely reflect your values.
What We Believe — And Why
Successful investing is about seeing what others don’t. Looking in places others don’t think to look. At Cutler, we’ve built our capabilities — and our reputation — by doing exactly that.
Instead of trying to outperform the thousands of other firms that follow large-cap stocks or government agency bonds, we look elsewhere. In particular, we focus on markets that aren’t cost-effective for the big national firms to bother with. And we seek superior risk-adjusted returns that include strong income flows as well as attractive growth over time.
President