PRESS RELEASE
Contact Tamera Minnick, PR Consultant
503.648.4846
FOR IMMEDIATE RELEASE
Portland, Oregon, August 6, 2008 – The investment firm owned by former Oregon Treasurer Bill Rutherford continues to prove the wisdom of prudent, balanced investing: Overcoming challenging market conditions, Rutherford Investment Management LLC outperformed 89% of other Large-Cap Growth managers for the five-year period ending June 30, 2008, according to the industry’s leading independent financial researcher, Morningstar®.
In ranking the Portland-based firm among the top 11% of its peer group (up from 12% last quarter), Morningstar also reaffirmed Rutherford’s four-star rating for its five-year results. It is Rutherford’s seventh consecutive quarter of four-star performance.
“Investment results in a down market such as this are what validate our careful approach to management,” said Rutherford, CEO and president of the company. “Our clients certainly can take comfort in knowing that their portfolios are managed by one of the nation’s most successful investment firms. Our new mission statement helps to further sum it up . . . The Serious Investor’s Personal Investment Manager.”
Over the five-year period, Rutherford’s annualized results stood at 11.8% compared with returns below 7.6% for both the S&P 500® and Russell 3000® Growth indices.
Rutherford Investment Management, LLC is 100% owned by William D. Rutherford. Exclusively dedicated to managing individual accounts of $1 million or more, Rutherford serves high-net-worth clients – individuals, pension and endowment funds – with separately managed accounts tailored to each investor’s risk tolerance, goals and timetable. Corporate and individual trust services are also available. Rutherford Investment Management is rated among the top separate account managers in the U.S. by Barron’s. Mr. Rutherford is a graduate of Harvard Law School and the University of Oregon. He has served as Treasurer of Oregon, chair of the Oregon Investment Council, as a four-term member of the Oregon House of Representatives and as Co-Chair of the Council of Institutional Investors. He was also president of two international investment companies in New York City, with offices in London, Tokyo, Paris, and Frankfurt. Rutherford is the author of “Who Shot Goldilocks? How Alan Greenspan Did in Our Jobs, Savings, and Retirement Plans.” He has frequently appeared on television, including CNBC and Bloomberg, and has been quoted in the New York Times, London Guardian, Wall Street Journal and other publications. In addition, he is a frequent speaker to groups and guest expert on radio interviews.
Contact information for Rutherford Investment Management, LLC
Phone: 503.452.1210 | 888.755.6546
Fax: 503.452.0120
Address: 10300 SW Greenburg Road, Suite 115, Portland, OR 97223
Email: wrutherford@rutherfordinvestment.com
www.rutherfordinvestment.com
# # #
