Rutherford Investment Management
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Overview
Rutherford Investment Management is an advisory company that has its headquarters in Portland, Oregon. It has $132.9 million in assets under management over 124 client accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small team, including 3 financial advisors. Rutherford Investment Management is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as stocks, options and bonds.
Rutherford Investment Management manages all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without needing the customer's permission. Rutherford Investment Management manages an average of $1.1 million in assets for each account. The average financial advisor at Rutherford Investment Management oversees about 41 client accounts, making it about average in terms of personalization.
The company's headquarters is at 10300 Sw Greenburg Road, Portland, Oregon 97223. The company is permitted to serve customers throughout a few states, including Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rutherford Investment Management by the Numbers
$132.9 million
3
124
$1.1 million
Fee Structure
Fees for financial management usually are based on which services are offered. Fees billed by Rutherford Investment Management typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Rutherford Investment Management works with retail investors, high net worth investors, pooled investment vehicles and pension plans. Out of its 124 customers, Rutherford Investment Management's biggest client by number of accounts is high net worth investors, but it also manages money for 39 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 60.94%
- Other Individuals - 32.81%
- Corporations - 6.25%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rutherford Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Rutherford Investment Management
Portland, OR
Portland, OR
Portland, OR
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