Anchorage, AK E. Firewood Lane Office
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Cutler Investment Group
Team
Firm-wide stats for Cutler Investment Group
About
Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, foundations, endowments, and registered investment companies. The firm offers risk‑based “Lifestyle Portfolios,” a dividend‑focused Equity Income strategy, 401(k) and retirement plan consulting, model licensing, and occasional expert‑witness services.
Investment decisions are implemented through Cutler’s Lifestyle Portfolios and an Equity Income strategy that relies on screening for dividend history, credit quality, and market capitalization, with options for ESG pivots and direct indexing via independent managers. Cutler collects client investment guidelines, customizes portfolios where requested, and uses third‑party technology and some AI tools to support research, reporting, and account servicing while retaining portfolio oversight.
The firm’s brochure discloses several features that are less common among similar teams: Cutler acts as adviser to an affiliated mutual fund (DIVHX), provides portfolio management for investment companies and third‑party model licensing, and acknowledges the resulting conflicts of interest. The brochure also details Cutler’s use of referral and lead‑generation arrangements (including SmartAsset and Ramsey Solutions’ Smartvestor Pro) and its public distribution of fund prospectuses and performance information, reflecting marketing and distribution practices that distinguish it from many peers.
Based on Cutler Investment Group
Expertise
Based on Cutler Investment Group
Location
725 E. Firewood Lane, Suite 320
Anchorage AK 99503
Advisors at this office
3
Advisors at this office
Ryan S
Series 63, Series 65
Anchorage, AK
Cutler Investment Group
Ryan Sweet is a financial advisor at Cutler Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at NYLife Securities LLC and New York Life Insurance Company for 11 years. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) and retirement plan consulting, model licensing, and expert-witness services.
Alexander L
Series 65
Anchorage, AK
Cutler Investment Group
Alexander Lund is a financial advisor at Cutler Investment Group in Anchorage, Alaska, holding a Series 65 credential with 12 years of industry experience. He previously worked for eight years at Foundations Asset Management, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools to support research and portfolio oversight.
Michael S
Series 63, Series 65
Anchorage, AK
Cutler Investment Group
Michael Shamburger is a financial advisor with Cutler Investment Group in Anchorage, AK, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior work includes roles at Foundations Asset Management, LLC, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, supported by third-party technology and AI tools.
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