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Independent Advisor Solutions

Your Business - Your Way

Cutter & Company makes it a point to understand your business model and support it. We applaud our Financial Advisors who deliver their own unique brand of services to their clients. Our job is to support your business, whether you operate on a transaction or a fee-based model we’re here to provide the experience, technology and administrative resources you need.

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“To effectively compete with other financial firms, we must provide exceptional service to our independent advisors and deliver on what we promise.”

- Debbie Castiglioni, Cutter & Company CEO

Individual Investors

A Better Approach

At Cutter & Company, we know every client is unique. There is no standard financial plan or investment strategy that’s right for everyone. We take great care to discover where you are now financially, and what you want to accomplish in the future.

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“It’s been a privilege to serve our advisors and their clients for more than 30 years. We are focused on making a significant difference in people’s lives. At the end of the day, that’s what it’s all about.”

- Bill Meyer, Cutter & Company President

Experience with an emphasis on service

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