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.
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 |