Bellevue, WA 10900 NE 4th Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
10900 NE 4th Street, Suite 1910
Bellevue WA 98004
Advisors at this office
5
Advisors at this office
Erich P
Series 65
Bellevue, WA
Cutler Investment Group
Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. 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, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.
Tingwei C
CFP®
Bellevue, WA
Cutler Investment Group
Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.
Brooke A
Series 65
Bellevue, WA
Cutler Investment Group
Brooke Ashland is a Series 65-credentialed advisor with Cutler Investment Group in Bellevue, WA, where she has worked since 2014. She has 14 years of industry experience. Outside of her advisory role, she is involved in non-investment activities including business consulting and property ownership through entities such as Ashland Partners International and Moon and Back, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and utilizes third-party technology and AI tools to support research and portfolio oversight.
Randy G
Series 63, Series 65
Bellevue, WA
Cutler Investment Group
Randy Gardner is a financial advisor at Cutler Investment Group in Bellevue, WA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Cutler Investment Counsel, LLC since 2018 and previously worked at Pacific Portfolio Consulting, LLC from 2012 to 2018. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm uses risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, and offers additional services such as retirement plan consulting and model licensing.
Christine B
Series 66
Bellevue, WA
Cutler Investment Group
Christine Burkhart is a financial advisor at Cutler Investment Group in Bellevue, WA, holding a Series 66 designation with nine years of industry experience. She has worked at Cutler Investment Counsel since 2019 and previously held positions at 5 POINT Financial Group and KMS Financial Services. Cutler Investment Group 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 through independent managers.
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