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Investor Services

At Cutter & Company we understand that each investor is an indivudal with unique circumstances and goals. Our approach is to get to know our clients throughout the planning process and prior to developing an investment strategy.

Our investors are free to take advantage of the services that fit their needs, without being pressured to use services that don’t fit their needs or goals. Cutter & Company offers these services for investors:

  • Financial reviews
  • Financial planning
  • Asset management
  • Estate planning
  • College planning