Rutherford Investment Management, LLC
A Portland based investment manager with strong local ties and community involvement. We specialize in constructing individually managed multi-capitalization growth equity portfolios, tailored to each client’s objectives and risk tolerance. Each separately managed account is designed to fit the needs of the client in accordance with prudent investment objectives and risk tolerance.
Rutherford Investment Management, LLC is primarily a domestic growth stock manager, but the firm does offer balanced accounts for those clients seeking diversification in domestic and international fixed income securities and international equities. Portfolios are continually monitored for compliance with client goals and investment objectives.
- Hands-on, customized portfolio management to meet your goals
- Portfolios are managed by William Rutherford, former Treasurer of the State of Oregon
- Diversified portfolios to reduce your exposure to risk and volatility
- Superior level of personal service and client communication
- Taxable accounts are monitored closely for overall tax implications
- Use of discount broker to minimize trading expenses
Excerpt from Brainstorm NW March 2006…
Dollars & Sense
There probably is not a person in Oregon who has a broader perspective on business, than former Oregon State Treasurer William Rutherford.
…He grew up in McMinnville; attended the University of Oregon; graduated from Harvard Law school; served in the military; lived in Europe for two years; returned to Portland to run a financial firm; held a seat on the Pacific Coast Stock exchange; returned to McMinnville after his father’s premature death to run the family retail business (13 retail stores in McMinnville and the upper Willamette Valley); was elected several times as the community’s representative to the Oregon legislature; and in 1984, during Governor Atiyeh’s last term, was elected Treasurer of Oregon. He was later elected Chairman of the Oregon Investment Council, managing the state’s $14 billion PERS retirement fund.
…After eight years on Wall Street Rutherford decided to move back to Oregon in 1994 with his new wife, Karen Anderegg, the former president of Clinique and editor-in-chief of Elle magazine. And for most of the last decade, Rutherford has been managing assets for private accounts.
…“One of the real advantages in my life,” says Rutherford, “is that I operated stores on Main Street and then went to Wall Street and saw how the global economy worked. Our firm had money in 22 international markets. I was chairman of a NASDAQ-traded company, and I also had a principal role in the turnaround
of Europe’s 10th largest company.
“My broad experience has given me a tremendous amount of information—a tapestry to make my investment management better. I see and understand trends better than most, and that enables me to make good stock selections, which is why our portfolio returns are as strong as they have been.”
Rutherford’s business now is the business of separate accounts, creating personalized funds for individuals…
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