Sun Valley, ID Office

Rutherford Investment Management is an SEC-registered, fee-only advisory firm that provides discretionary portfolio management and related investment advisory services to individual clients and institutional accounts, including retirement plan investors. In addition to separately managed accounts, the firm accepts investments through pooled vehicles and serves plan fiduciaries.

The firm tailors portfolios to each client’s objectives and uses a blend of fundamental and technical analysis, employing long-term, short-term and trading strategies as appropriate; accounts are typically managed on a discretionary basis with custodial trading routed through a recommended broker-dealer. For its pooled vehicle work, Rutherford manages a Multi-Cap Growth Fund that focuses primarily on U.S. equities across market capitalizations, emphasizing sectors it identifies as attractive and retaining the discretion to allocate to cash or fixed income in times of market stress.

What is distinctive about the firm is its role as Investment Manager to a collective investment trust maintained by Alta Trust — a structure intended for qualified employer-sponsored defined contribution plans — and its willingness to provide portfolio management to that pooled vehicle, an arrangement that is uncommon among peers. The firm also manages roughly $250 million in discretionary client assets with a small team of investment advisor representatives, combining individual account management with the operational and regulatory responsibilities of running a collective investment trust.