Rutherford Investment Management, LLC: Separately Managed Accounts

Rutherford Investment Management

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 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

Equity Philosophy

Equities may provide growth for the portfolio and be a hedge against inflation. The equity portion of the portfolio should be fully invested in sectors providing the best opportunities and in companies that demonstrate strong growth fundamentals. Equities may also provide income. A well-diversified portfolio may help reduce risk and volatility.

Fixed Income Philosophy

For balanced portfolios, fixed income securities can provide a reduction of risk, reduce volatility and generate interest income. The fixed income portfolio may be invested in a diversified portfolio of fixed income funds.