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Organization Overview
Cutler has always been a fiduciary for our clients. Our professionals have decades of experience managing portfolios, designing investment solutions, and building customized plans to help our clients achive their objectives. Experience should not lead to complacency, but instead lead to a greater understanding of how to identify what challenges may be ahead. Let’s take those on together.

Erich Patten
Chief Investment Officer, Portfolio Manager

Chris Burkhart
Wealth Advisor

Matt Patten
Chief Executive Officer/Portfolio Manager