Building Your Portfolio

Your Cutler IMA will be individually designed, based on your financial goals, tolerance for risk and investing timeline.

When you choose an individually managed account, we will use the following approach to build and manage your portfolio:

• Build positions with convertibles offering reliable current income, growth potential and attractive downside risk characteristics.
• Allocate 70% to 85% of the portfolio to convertible securities and 15% to 30% to REITs and dividend-paying stocks.
• Diversify 10 to 30 holdings across industry sectors and market capitalizations.
• Limit exposure to any single company to less than 15% of the portfolio.

Your portfolio will be reviewed regularly and adjusted accordingly as your needs change.

For an application, contact Barbara Crosbie at 508-757-4455 or bcrosbie@cutlercapital.com.