The majority of Cutler’s client are invested in investment strategies targeted to meet the different risk profiles of our investors, ranging from Aggressive to Defensive: Through the use of separate accounts, Cutler can customize a portfolio to meet the individual goals of a high net worth client or institutional investor without compromising diversification and liquidity.
Each of these strategies is anchored by a disciplined portfolio management process that starts with quantitative screening followed by detailed credit and fundamental analysis. Cutler’s portfolio management team then constructs a portfolio of convertible bonds, convertible preferred equities, mandatory securities, Community Banks, Corporate Bonds, REITs and/or dividend-paying equities that have been evaluated on the merits of their relative value and risk attributes. Positions may or may not overlap strategies, but each strategy is uniquely designed to meet our client’s expectation for risk and reward.
This strategy seeks to achieve the long-term returns associated with a stock portfolio but with less volatility. The portfolio is invested primarily in convertible securities and dividend-paying common stocks, including Community Banks and REITs.
The balanced strategy targets a return profile similar to a portfolio invested 60% in stocks and 40% in bonds but with less volatility. The portfolio is invested primarily in convertible securities as well as dividend-paying common stocks, including Community Banks and REITs.
The conservative strategy seeks to generate income, provide downside protection to principal, and offer the potential for growth. The portfolio is primarily composed of U.S. convertibles and will also include dividend-paying common stocks, including Community Banks and REITs.
This strategy seeks enhanced returns in comparison to corporate bonds. The portfolio is primarily composed of U.S. convertibles that combine a current income stream and downside protection with the added potential for an equity kicker, should the underlying stock appreciate.