Business Details
Trusted Financial Advisers in Jacksonville | Cutler Investment Group
At Cutler Investment Group, we have built our reputation on decades of fiduciary service, prioritizing client interests above all else. Our team of experienced professionals delivers tailored financial solutions for individuals, corporations, and institutions, specializing in wealth management, retirement plan consulting, and dividend-focused investment strategies. We combine institutional-grade expertise with personalized attention, offering services ranging from financial planning and asset allocation to participant education and 3(38) fiduciary support. Our institutional consulting division helps organizations design effective retirement plans while maintaining vendor management oversight.With a foundation in active equity management and a focus on dividend consistency as a key valuation metric, we provide both separately managed accounts and mutual fund options. Our commitment to transparency, ethical practices, and client advocacy remains unwavering, supported by a team of certified wealth advisors, portfolio managers, and compliance specialists dedicated to navigating financial challenges collaboratively.
Services
Wealth Management
Retirement Plans
Dividend Investing
Institutional Consulting
401k Plan Services
Equity Income Strategies
Financial Planning
Investment Solutions
Participant Education
Customized Plans
Highlights and features
- We have decades of experience managing portfolios and building customized financial plans.
- Our team serves as 3(38) fiduciaries for retirement plans when appropriate.
- We focus on dividend consistency as a key indicator of equity value.
- Our institutional consulting division supports plan design and vendor management.
- We provide participant education to help employees reach retirement goals.
Services
Wealth Management
Our wealth management services provide comprehensive strategies for preserving and growing personal assets. We create customized plans addressing investment allocation, tax efficiency, and long-term financial objectives. With personalized portfolio management and ongoing advisory support, clients receive tailored solutions aligned with their unique financial situations and goals.
Retirement Plans
We specialize in designing and maintaining employer-sponsored retirement plans. Our services include plan design optimization, vendor management, and fiduciary support. As qualified 3(38) fiduciaries, we assume responsibility for investment selection while providing complete participant education programs to enhance employee retirement readiness.
Dividend Investing
Our dividend-focused investment approach emphasizes consistent dividend payments as key valuation indicators. Through active equity income strategies, we construct portfolios seeking stable cash flow and long-term capital appreciation. Available as separately managed accounts or mutual fund options, these strategies cater to income-oriented investors across market cycles.
Institutional Consulting
We provide specialized consulting services for institutional clients and retirement plan sponsors. Our expertise covers plan implementation, ongoing maintenance, and compliance oversight. We help organizations select appropriate investment solutions while offering comprehensive education programs that empower plan participants to make informed financial decisions.
Financial Planning
Our financial planning services help clients identify and achieve specific monetary objectives. We develop personalized roadmaps addressing short-term needs and long-term aspirations. By analyzing cash flow, risk management, and investment strategies, we create actionable plans that evolve with changing life circumstances and market conditions.
People
Matthew C. Patten
Chief Executive Officer
As CEO and Portfolio Manager, Matthew leads Cutler's strategic direction with decades of investment management experience. He oversees portfolio construction and client service initiatives while maintaining active involvement in wealth advisory services for high-net-worth individuals.
Erich M. Patten
Chief Investment Officer
Chief Investment Officer Erich manages investment strategy development and portfolio management. With extensive experience in active equity approaches, he directs the firm's research efforts and maintains oversight of the Equity Income strategy's dividend-focused methodology.
Michael Shamburger
Director of Wealth Management
Michael leads the wealth management division with over 20 years of financial advisory experience. He specializes in creating customized solutions for clients' complex financial needs, focusing on intergenerational wealth transfer and retirement income planning strategies.
Dean Russo
Senior Wealth Advisor
As Senior Wealth Advisor, Dean combines technical expertise with personalized service to develop comprehensive financial plans. He frequently contributes market insights and tax strategy guidance through the firm's quarterly commentary and client webinars.
Brooke Cutler Ashland
Chief Compliance Officer
Brooke ensures regulatory compliance across all firm operations while maintaining a client-focused approach. Her oversight covers fiduciary responsibilities, ethical standards, and adherence to investment advisory best practices that protect client interests.
Questions
What makes Cutler different from other financial advisors?
We operate as fiduciaries who always prioritize client interests, with decades of experience managing portfolios and serving as 3(38) fiduciaries for retirement plans when appropriate.
Do you work with individual investors?
Yes, we provide personalized wealth management services for individual investors, including financial planning, dividend-focused investment strategies, and retirement income solutions tailored to specific needs.
What institutional services do you offer?
Our institutional consulting division assists retirement plan sponsors with plan design, vendor management, investment selection, and comprehensive participant education programs to enhance retirement readiness.
How does your dividend investing approach work?
We focus on dividend consistency as the primary valuation indicator, constructing equity income portfolios through both separately managed accounts and mutual fund options for income-oriented investors.
