Overview

RIA in Portland, Oregon offering Separately Managed Accounts for foundations, pension plans, and high net worth clients. We also manage the Rutherford Multi-Cap Growth Fund for Qualified Retirement Plans. Looking to grow our business through acquisition. Founder and PM is former Treasurer for the State of Oregon. Minimum account size is $500K. We invest primarily in US equities and ADRs, but use some no-load mutual funds for fixed income and broader exposure to international equity. Staff of 4, including Chief Operating Officer 20 years with firm. Performance track record goes back to 1995. Firm is independently verified for GIPS compliance. All-in management fee lower than most advisors that invest solely in funds. We have successfully transitioned accounts purchased from other firms (98% AUM retention rate).

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