CUTLER INVESTMENT Overview

Cutler Investment Counsel Llc is an investment advisor that manages 962.4 MM dollars in regulatory AUM and has 10 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/04 to 06/30/16. The fund's latest filing disclosed 358MM in positions, representing 37% of the manager's regulatory AUM.

CUTLER INVESTMENT StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CUTLER INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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CUTLER INVESTMENT Founders and Key Employees

Name Title In Position Since
Brooke C. Ashland Chairman, Chief Compliance Officer, Member October-2003
Carol S. Fischer Director Of Client Relations, Member October-2003
Matthew C. Patten Chief Executive Officer, Member October-2003
Erich M. Patten President, Member October-2003
Xavier J. Urpi Director Of Fixed Income, Member October-2012

CUTLER INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CUTLER INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear. Cutler uses different tools to generate our respective client portfolios. For our Equity Income Strategy, we use “screens” to create an approved list of securities. These screens include a significant dividend history (which is measured by the company’s past dividend payments) and minimum market capitalization (which is a measure of the size of the company determined by the number of outstanding shares multiplied by the price of the stock). The Equity Income portfolio is produced from the companies eligible for our approved list. The Equity Income portfolio generally contains between 30‐35 securities, which means that the performance of each security can have a material impact on the strategy’s total return.
Risks include liquidity risk (inability to trade a security in stressed market conditions), company‐spe...
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CUTLER INVESTMENT Portfolio Concentration

CUTLER INVESTMENT Location

525 BIGHAM KNOLL
JACKSONVILLE, Oregon
UNITED STATES, 97530

CUTLER INVESTMENT Contact Information

Phone Number: 541-770-9000
Fax Number: 541-779-0006
Website:

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