Client Services

Each client is very important to Rutherford Investment Management. Clients are provided confirmations of purchases and sales as well as complete monthly statements. Quarterly reports will show comparisons to the benchmark and performance in time-weighted returns. Annually, William Rutherford will meet with the client to review the portfolio, ensure that investment management goals are being met and to review asset allocation. One of the principal benefits of working with Rutherford Investment Management is that clients have access to their portfolio manager 24/7.