Cutler Investment Counsel LLC

Cutler Investment Counsel LLC, an Oregon-based Limited Liability Company, operates with a team of 10 advisory professionals, catering to a clientele base of 2. Its SEC status is approved, and it has been registered with the US Securities and Exchange Commission since October 31, 2003.

• BROOKE CUTLER ASHLAND

  CHAIRMAN, CHIEF COMPLIANCE OFFICER, MEMBER owns more than 5% but less than 10%

• CAROL SUE FISCHER

  DIRECTOR OF CLIENT RELATIONS, MEMBER owns more than 5% but less than 10%

• ERICH MARK PATTEN

  PRESIDENT, MEMBER owns more than 25% but less than 50%

• MATTHEW CUTLER PATTEN

  CHIEF EXECUTIVE OFFICER, MEMBER owns more than 25% but less than 50%

• Sellwood Consulting LLC
• CGC Financial Services LLC
• 3CI Advisors LLC
• Morrison Street Capital LLC
• Harfst and Associates Inc
• Northwest Investment Counselors LLC
• Becker Capital Management Inc
• Encompass Wealth Advisors LLC
• Baker Ellis Asset Management LLC
• Etesian Wealth Advisors Inc

• Cutler Investment Counsel LLC Q2 2023 vs. Q3 2023: Analyzing Changes in Fund Holdings
• Cutler Investment Counsel LLC Q3 2022 vs. Q4 2022: Analyzing the Changes in Holdings

• INVESCO EXCHANGE TRADED FD T $31,958k
• VANGUARD BD INDEX FD INC $26,165k
• ISHARES $22,214k
• VANGUARD INDEX FDS MID CAP ETF $21,488k
• MICROSOFT CORP $15,701k
• MCDONALDS CORP $14,971k
• Deere & Co $14,477k
• HOME DEPOT INC $14,168k
• DISNEY WALT CO $13,580k
• BECTON DICKINSON $13,550k