Cutler Investment Group

What Cutler Investment Group does

Cutler Investment Group, operating legally as Cutler Investment Counsel, LLC, is a privately held, SEC-registered investment advisory firm headquartered in Jacksonville, Oregon, founded in 1977. The firm provides fiduciary wealth management, retirement plan consulting, and active equity income management to individual investors, foundations and non-profits, business owners, 401k plan sponsors, and other RIAs and broker-dealers. Its core product set is organized around three service lines — Wealth Management, Retirement Plans (including 3(38) fiduciary services), and Dividend Investing — delivered through offices in Oregon, Washington, California, and Alaska, alongside a mutual fund (Cutler Equity Fund) and separately managed account variants of its Equity Income strategy.

The firm's signature technical component is a proprietary investment screen requiring 10 consecutive years of uninterrupted dividend payments, a methodology originating with founder Ken Cutler's late-1970s equity research and still embedded in the firm's active equity process. Distribution relies on a high-touch, sales-led advisory model supported by content marketing (blog, quarterly market webinars), community sponsorship, and a secure client portal. Cutler earns recurring revenue primarily through AUM-based advisory fees on wealth management accounts, retirement plan mandates, and the mutual fund.

The team of approximately 25 professionals is led by CEO and Portfolio Manager Matthew C. Patten, CIO and Portfolio Manager Erich M. Patten, COO Brook Anderson, and CCO Brooke Cutler Ashland, with dedicated directors overseeing client relations, institutional services, institutional consulting, and wealth management. The firm is independently owned with no disclosed venture capital, private equity sponsor, or parent company.

Name

Cutler Investment Group

Legal name

Cutler Investment Counsel, LLC

Website

https://cutler.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

11–50 employees

Short description

Cutler Investment Group is an SEC-registered, independent fiduciary advisory firm founded in 1977 that provides wealth management, retirement plan consulting, and dividend-focused active equity management to individuals, foundations, business owners, and 401k plan sponsors across the western United States.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Fiduciary wealth management
• Retirement plan consulting
• Dividend equity strategy
• Investment advisory services
• Mutual fund management

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fees based on assets under management (AUM) for wealth management and retirement plan advisory services. The firm serves as advisor to the Cutler Equity Fund.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Cutler Investment Counsel, LLC operates as an SEC-registered investment advisor providing fiduciary wealth management, retirement plan consulting, and active equity income portfolio management for individual investors, foundations and non-profits, business owners, and institutional clients. The firm specializes in a dividend-focused equity income strategy delivered through separately managed accounts, the Cutler Equity Fund mutual fund, and customized institutional mandates using a proprietary 10-year dividend payment history screen to identify multi-generation dividend-paying companies.

Product overview

Cutler Investment Group offers a comprehensive suite of fiduciary wealth management services built around three core pillars: Wealth Management (for individuals, foundations, and business owners), Retirement Plans (institutional consulting and 401k services), and Dividend Investing (the Cutler Equity Fund and Equity Income strategy). The company manages active investment strategies as both separately managed accounts and through their mutual fund, with a focus on dividend-paying equities and a 10-year dividend history screening criteria.

Differentiator

Problem solved

Functional benefit

Brands

• Cutler Equity Fund: Mutual fund managed by the firm as part of its active equity approach.
• Equity Income Strategy

Products and services

• Wealth Management Fiduciary investment advisory service delivering personalized, actively managed dividend-focused equity portfolios to individual investors, business owners, foundations, and non-profits. Leverages the firm's 10-year dividend payment history screen and team-based co-portfolio manager structure to construct and oversee client portfolios.
• Retirement Plan Services Fiduciary consulting and investment management for employer-sponsored 401(k) and qualified retirement plans, including fund menu construction and ongoing oversight for plan sponsors. Targeted at CFOs, HR leaders, and plan committees seeking fiduciary 3(21) or 3(38) services backed by the firm's dividend-oriented equity philosophy.
• Cutler Equity Fund Mutual fund vehicle distributing the firm's active equity income strategy to investors outside of separately managed account relationships. Provides retail and intermediary access to the dividend-focused portfolio previously available only through separately managed accounts.
• Equity Income Strategy (Separate Accounts) Customizable separately managed account implementing the firm's dividend equity income strategy, with client-specific customization such as tax-loss harvesting, sector constraints, or concentrated-position management. Available to individual investors, foundations, and institutional clients meeting account minimums.
• Institutional Consulting Institutional advisory service covering investment policy statement development, asset allocation studies, manager/fund selection, and ongoing portfolio oversight for foundations, non-profits, and retirement plan committees. Delivered by named partners via direct consulting engagements.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Fiduciary, fee-only RIA focused on evidence-based investing and retirement plan consulting for individuals and institutions. Direct comparable to Cutler on fiduciary positioning, AUM-based fees, and active manager research.
• Moneta Group: Independent, employee-owned RIA providing fee-only wealth management, retirement plan consulting, and investment advisory services. Closely comparable to Cutler on structure, fiduciary model, AUM-fee revenue, and multi-discipline team approach.
• RFG Advisory: Independent RIA platform providing wealth management, retirement plan consulting, and turnkey asset management to advisors. Comparable to Cutler on independent, fee-based fiduciary positioning, though with a different distribution model.

Broad incumbents

• Mariner Wealth Advisors: PE-backed RIA providing wealth advisory, retirement plan services, and asset management to individuals and institutions. Comparable in service breadth and multi-state presence, but materially larger scale.
• Carson Group: National RIA and coaching platform serving advisors, retirement plan sponsors, and individual investors. Overlaps with Cutler's wealth management, retirement plan, and institutional consulting offerings, though with a much larger partner-advisor distribution model.
• Fisher Investments: Large, independent active money manager running equity strategies for institutions and individuals. Comparable to Cutler in active equity philosophy and AUM-fee economics, but at materially greater scale.
• Wealth Enhancement Group: Acquisitive RIA platform serving individuals, retirement plan sponsors, and institutions across the U.S. Comparable service mix to Cutler; significantly larger and PE-backed, representing both a competitor and potential acquirer.
• Creative Planning: Large national RIA offering wealth management, retirement plan consulting, and proprietary investment strategies. Comparable to Cutler in fiduciary positioning and diversified service pillars, but vastly larger in scale and geographic reach.

Others

• Brown Brothers Harriman Investor Services: Multi-family office and investment advisory firm offering wealth management, custody, and active equity strategies. Comparable to Cutler on fiduciary advisory and active equity management, though focused on ultra-high-net-worth segments.

Regional players

• Coldstream Holdings: Independent, employee-owned RIA in the Pacific Northwest offering wealth management, retirement plan consulting, and institutional services. Direct comparable to Cutler on size, regional focus, and fiduciary model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cutler-investment-group
• Xx.com/equityincome
• Facebookfacebook.com/cutlerinvestment

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cutler Investment Group