A complete list of active advisors currently associated with Cutler Capital Management
Warmer can help you find a great advisor at Cutler Capital Management or one who fits your needs even better.
Cutler Capital Management provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and private investment funds. The firm manages separately managed accounts and serves as the general partner and investment manager of private funds, and delivers tailored advisory services based on each client's objectives and risk tolerance. The firm’s investment approach emphasizes convertible securities, concentrated exposure to the financials sector (notably community banks), and public real estate securities (REITs), using both fundamental and technical analysis. Cutler may implement strategies across separately managed accounts and funds that include convertible ETFs, margin and leverage, short selling and option strategies, and seeks to diversify holdings across sectors and market capitalizations. Compared with many peers, Cutler’s business includes pooled investment vehicles and private fund management alongside individual account management, and it offers performance‑based fee arrangements for qualified clients and certain fund classes. The firm discloses performance results to investors (quarterly letters showing year‑to‑date, after‑fee performance), aggregates trade orders across account types, and documents allocation procedures that may prioritize opportunistic or illiquid opportunities for the funds and related accounts, creating specific allocation and conflict‑of‑interest considerations that the firm addresses in its policies.
To learn more about the advisors currently working at Cutler Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Worcester, MA
| 26
| |
Worcester, MA
| 22
| |
Worcester, MA
| 39
|
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