Investment Management

Customized Investment Portfolios Based on Each Client’s Risk Tolerance, Time Horizon, Liquidity and Tax Situation

At Progressive-Investment, we tailor each client’s portfolio to their specific situation. Our distinctive service combines Cutler’s proprietary strategy with other high-quality managers’ investment strategies*. Depending on each client’s needs, we may invest their portfolio entirely in Cutler’s own strategies, in outside managers’ strategies, or in a mix of both. We may also use low-cost exchange-traded-funds to fill an allocation to an asset class when suitable. Across all asset classes, our investment approach applies insightful market analysis to deliver improved after-tax, risk-adjusted returns.

Actively Managed Proprietary Investment Strategies

We build our unique investment portfolios with individual securities, mainly in convertible securities, community bank stocks... – fields where our specialized expertise gives us a competitive advantage. We tailor these portfolios to each client's risk / reward profile and offer a range of options from Aggressive to Balanced.

Best-Of-Breed Outside Investment Managers

We have the expertise to judge. As an investment asset manager, we can assess the strengths and weaknesses of other asset managers' investment strategies. This gives us an edge when deciding how to invest in our clients' portfolios. It also enables us to recognize when a low-cost, passive investment option is the best choice.

Strategic Portfolio Design: Maximizing Returns Through Diversification and Balance

In the dynamic world of finance, the significance of a well-diversified portfolio cannot be overstated. We recognize the critical role that a balanced and diversified portfolio plays in mitigating risks and maximizing returns for our clients. Our meticulous approach involves crafting portfolios that span across various sectors, ensuring exposure to a spectrum of market opportunities. Furthermore, we implement a strategic approach that enables both long and short positions, facilitating a balanced portfolio that can effectively navigate varying market conditions. This holistic strategy is designed to provide our clients with a robust and resilient investment solution that aligns with their financial objectives and risk tolerance.