CUTTER & COMPANY Overview
Cutter & Company Brokerage Inc. is an investment advisor that manages 500.5 MM dollars in regulatory AUM and has 45 employees, of which 34 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/21. The fund's latest filing disclosed 418MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/21. The fund's latest filing disclosed 418MM in positions, representing 84% of the manager's regulatory AUM.
CUTTER & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CUTTER & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 9.09% | Financials | 4.78% | -0.08% | 0 | 28% | ||
| GOOG | 2.95% | Tech | 12.29% | 0.05% | 0 | 34% | ||
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FEATURED IN
CUTTER & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William Louis Meyer | President | August-1988 |
| Deborah Marie Castiglioni | Ceo, Vice President, Co-Chief Compliance Officer | August-1988 |
| Nancy L Richter | Co-Chief Compliance Officer - Bd | September-2011 |
CUTTER & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CUTTER & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The C&C Advisory Program provides access to a wide variety of investment strategies and styles. Individual, customized asset management, asset allocation and model portfolios are available. The specific program that is chosen will determine the types of investments that are used (i.e. stocks, bonds, ETFs, etc.), strategy (i.e. international, fixed income, tax managed, etc.) and style (i.e. value, growth, passive, active, etc.).
A variety of informational resources are used to perform the security analysis, again dependent on the manager and respective program that is chosen. C&C Financial Advisors may use fundamental and/or technical methodologies and may subscribe to information providers that focus on those areas (i.e. Dorsey Wright may be used to help analyze a stock or mutual fund from a technical perspective. Alternatively, Morningstar may be used to focus more on the fundamentals of a particula...
Get the Full Report
The C&C Advisory Program provides access to a wide variety of investment strategies and styles. Individual, customized asset management, asset allocation and model portfolios are available. The specific program that is chosen will determine the types of investments that are used (i.e. stocks, bonds, ETFs, etc.), strategy (i.e. international, fixed income, tax managed, etc.) and style (i.e. value, growth, passive, active, etc.).
A variety of informational resources are used to perform the security analysis, again dependent on the manager and respective program that is chosen. C&C Financial Advisors may use fundamental and/or technical methodologies and may subscribe to information providers that focus on those areas (i.e. Dorsey Wright may be used to help analyze a stock or mutual fund from a technical perspective. Alternatively, Morningstar may be used to focus more on the fundamentals of a particula...
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CUTTER & COMPANY Portfolio Concentration
CUTTER & COMPANY Location
15415 CLAYTON ROAD
BALLWIN, Missouri
UNITED STATES, 63011
BALLWIN, Missouri
UNITED STATES, 63011
CUTTER & COMPANY Contact Information
Phone Number: 636-537-8770
Fax Number: 636-537-8779
Website: null
Fax Number: 636-537-8779
Website: null
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