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Cutler Investment Counsel LLC
Cutler Investment Counsel LLC is an SEC-registered investment advisory firm headquartered in Jacksonville, Oregon, with additional offices in Seattle, Washington, and Charlottesville, Virginia. The firm was founded in 1998 and employs approximately 21-22 people, primarily investment professionals. Cutler offers investment management services to both institutions and individuals, with a client base that includes high net worth individuals, pension and profit-sharing plans, investment companies, charitable organizations, and corporations.
Investment Strategy
Cutler Investment Counsel LLC focuses on providing comprehensive, tailored investment management solutions rooted in research-driven portfolio construction. The firm builds diversified portfolios with a disciplined approach emphasizing risk management, long-term value growth, and capital preservation. Their investment process typically involves rigorous fundamental analysis and a balanced approach across different asset classes to meet the specific needs of individuals and institutions. Cutler's philosophy centers on prudent fiduciary standards, with a significant proportion of assets managed for high net worth clients and retirement plans.
Latest 13F Filing Activity
Cutler Investment Counsel LLC filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions with a total 13F market value of $899M. The fund increased holdings in Microsoft Corp., J P Morgan Exchange Traded F, Ishares TR among other positions. Cutler Investment Counsel LLC reduced exposure to Becton Dickinson & Co., Chevron Corp. New, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VO | VANGUARD INDEX FDS | 4.77% | $42.8M | 152,497 | $176.78 | $279.83 | +$4.1M |
I IGSB | ISHARES TR | 4.58% | $41.1M | 779,759 | $52.60 | $52.76 | +$969.7K |
I IEFA | ISHARES TR | 4.42% | $39.7M | 476,131 | $69.38 | $83.48 | +$4.5M |
M MSFT | MICROSOFT CORP | 3.96% | $35.6M | 71,473 | $78.30 | $497.41 | +$8.8M |
S SPEM | SPDR INDEX SHS FDS | 3.73% | $33.5M | 783,482 | $34.65 | $42.74 | +$3.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer and Portfolio Manager | Kirkland, WA , United States | |
 | Chief Executive Officer/Portfolio Manager | Jacksonville, OR , United States |
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