Matthew
Patten
Cutler Investment Group
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About this Advisor
Matthew Patten is a financial advisor based in Jacksonville, Oregon, working with Cutler Investment Group. Matthew has previously held a position at Cutler Investment Counsel, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in California, Oregon, and Texas. Currently, Matthew is part of Cutler Investment Group, which operates out of Jacksonville, Oregon. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Cutler Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cutler Investment Group Brokerage Details
$1,177,313,040
21
2,056
$572,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Patten Work History
Cutler Investment Counsel, LLC
Disclosures
Please visit the SEC profile of Matthew Patten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cutler Investment Group
Jacksonville, OR
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Bellevue, WA
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Newport Beach, CA
Anchorage, AK
Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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