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, 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
- July 2021 – OP-Ed: As Stocks Close at a Record Half-Year, Unease Grows
- June 2021 – OP-ED: What To do With Your Money Amid Deficits, Inflation and Economic Growth
- May 2021 – OP-ED: With the Market Posting Strong Gains, What To Do Now?
- April 2021 – OP-ED: Federal Reserve Underpins The Equity Market
- March 2021 – OP-ED: The Market Hits a Wall; What Follows?
- February 2021 – OP-ED: Bubble or Nothing: The Saga of the GameStop Trading Frenzy
- January 2021 – OP-ED: 2020 Hindsight And A Look At What Lies Ahead
- December 2020 – OP-ED: Markets Climb A Wall Of Worry: Redux
Investment Evaluation
Please contact us for a free and confidential investment evaluation: evaluation@rutherfordinvestment.com
Speaking Engagements
William Rutherford is available to speak to your company, group or association.
To arrange speaking engagements contact Rutherford Investment Management
