A complete list of active advisors currently associated with Rutherford Investment Management

Warmer can help you find a great advisor at Rutherford Investment Management or one who fits your needs even better.

Rutherford Investment Management advises individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and other institutional clients. The firm provides discretionary portfolio management and ongoing investment advisory services and also serves as investment manager to client accounts held at independent custodians. Rutherford tailors portfolios to each client’s objectives and uses a mix of fundamental and technical analysis to implement strategies that include long‑term holdings, shorter‑term trades, and the ability to allocate to cash or fixed income in volatile markets. Accounts may be managed in a tax‑aware manner (the firm does not provide tax advice), and the firm documents client investment guidelines and periodically reviews accounts to align with changing goals. What distinguishes Rutherford from many similarly sized advisory teams is its role as the Investment Manager and ERISA fiduciary to a collective investment trust (the Rutherford CIT) and to the Rutherford Multi‑Cap Growth Fund, a pooled vehicle focused primarily on U.S. equities across market capitalizations with sector‑tilt toward growing industries. The firm operates as a fee‑only advisor managing roughly $250 million for a concentrated client base and maintains a stated client relationship minimum that may be waived at the firm’s discretion.

To learn more about the advisors currently working at Rutherford Investment 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.