CUTLER INVESTMENT GROUP

525 Bigham Knoll
Jacksonville, Oregon 97530
Tel: 541-770-9000

About CUTLER INVESTMENT GROUP

CUTLER INVESTMENT GROUP, formally registered with the SEC as CUTLER INVESTMENT GROUP. The firm was established in 10/31/2003. They have over 4 offices throughout the country.

CUTLER INVESTMENT GROUP is a Jacksonville, Oregon based Financial Planning firm with nearly $1,177,313,040 assets under management, offering retirement planning & investment advisory services to 2056 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128483
SEC#	801-62469
Assets Managed by Firm	$1,177,313,040
No. of Clients	2056
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2056	$1,177,313,040
Individuals (other than high net worth individuals)	630	$226,404,220
High net worth individuals	209	$487,369,227
Pension and profit sharing plans	87	$294,818,979
Charitable organizations	12	$7,865,548
Corporations or other businesses	21	$24,751,149

More Retirement Planning firms in Jacksonville, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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