Rutherford Investment Management

Rutherford Investment Management is a registered investment advisor based in Portland, Oregon, offering ongoing portfolio management and investment advisory services tailored to each client's individual goals, risk tolerance, and time horizon. The firm operates on a fee-only basis, meaning they are compensated exclusively through client advisory fees and do not receive commissions or referral fees. Rutherford Investment Management manages investment portfolios on a discretionary basis, meaning the firm makes buying and selling decisions on behalf of clients without requiring prior approval for each individual transaction. In addition to individual portfolio management, the firm provides investment management services to a collective investment trust fund designed for retirement plans. Rutherford Investment Management primarily recommends equities, mutual funds, exchange-traded funds, debt securities, and certificates of deposit, utilizing fundamental and technical analysis. Clients typically hold their assets at independent custodians such as Charles Schwab & Co., Inc. The firm maintains a minimum client relationship size of $1,000,000, though this minimum may be waived at the firm's discretion.