Rutherford Investment Management
A U.S. based investment manager with strong ties and community involvement. We specialize in individual stock selection for separately managed accounts. Each client’s portfolio is individually designed in accordance with their investment objectives and risk tolerance. We service a broad range of clients, such as individuals, pension funds, profit sharing plans, corporations, and foundations.
Rutherford Investment Management is a multi-capitalization 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 managed by William Rutherford, former Treasurer of the State of Oregon
- Diversified approach reduces your exposure to risk and volatility
- Superior level of personal service and client communication
- Taxable accounts monitored closely for overall tax implications
- Discount broker minimizes trading expenses
Bill Rutherford is a graduate of Harvard Law School and the University of Oregon. Bill served as Treasurer of the State of Oregon, chair of the Oregon Investment Council (with responsibility for investing $14 Billion at a time when Oregon was generally regarded as the best public investment fund in the nation), a four-term member of the Oregon House of Representatives, and Co-Chair of the Council of Institutional Investors.
He has served as President, CEO and Board member of two investment companies with offices in New York City, London, Paris, Tokyo and Frankfurt. He has been a board member of a number of international and domestic companies. Bill was instrumental in the restructuring of Metallgesellschaft, an international trading, oil, and gas company, and Europe’s 10th largest company.
Daily Journal of Commerce Articles
- October 2018 Market Trudges On in Spite of Headwinds
- September 2018 Economy and Markets Ignore Headline News, Surge Ahead
- August 2018 Strong U.S. Economic Uptrend Continues
- July 2018 Talk Of Tariffs Raises Investor Uncertainty
- June 2018 Economic Fundamentals Trump Negative News
- May 2018 Investors in the Game Must Take Their Turns at Bat
- April 2018 Nine Years of New Market Highs Come To An End
- March 2018 In Ninth Year if Market’s Uninterrupted Rise, It Stumbles
- February 2018 Market Plunges in Early February after Surging at Start of ’18
Please contact us for a free and confidential investment evaluation: email@example.com
William Rutherford is available to speak to your company, group or association.