Bellevue, WA 10655 NE 4th Street 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
10655 NE 4th Street, Suite 800
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
Nicholas S
Series 65
Bellevue, WA
Cutler Investment Group
Nicholas Swanson is a financial advisor at Cutler Investment Group with one year of industry experience. He holds the Series 65 designation and has worked in both academic and professional settings, including Shoreline Community College and Marv's Professional Services. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm emphasizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.
Christopher M
Series 65
Bellevue, WA
Cutler Investment Group
Christopher Moreton is a financial advisor at Cutler Investment Group in Bellevue, WA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Brighton Jones, USI Securities, and Parametric Portfolio Associates. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating client customization, ESG options, and technology-supported research and reporting.
Brook A
CFP®, Series 65
Bellevue, WA
Cutler Investment Group
Brook Anderson is a CFP® with 11 years of industry experience and is currently part of the team at Cutler Investment Group in Bellevue, WA. He previously worked for six years at Kaizen Financial Advisors, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm utilizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG pivots and direct indexing through independent managers.
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