Nutter Investment Advisors

Nutter Investment Advisors Limited Partnership, established in 1988, offers investment counseling services to individuals and institutions, managing portfolios primarily using debt and equity securities tailored to meet specific needs and goals. The firm emphasizes tax efficiency and typically holds securities for several years, selling when circumstances change. They offer discretionary portfolio management services, allowing them to make investment decisions without client approval. Clients must grant discretionary authority, which can be limited by providing written restrictions. The firm may also offer non-discretionary portfolio management services, requiring client approval before executing transactions. Nutter Investment Advisors follows a fiduciary standard, acting in clients' best interests. They manage approximately $86.8 million on a discretionary basis and $2.1 billion on a non-discretionary basis. Fees are generally based on a percentage of assets under supervision, with a tiered fee schedule. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, trusts, pension plans, and foundations, with a minimum account size of $1 million, which may be waived. Investment strategies focus on long-term growth and current income, with an emphasis on diversification and tax efficiency. The firm conducts regular account reviews and has no disciplinary events to disclose. Nutter Investment Advisors does not have physical custody of client assets but exercises limited custody through fee deductions and trustee roles. They have the authority to vote client securities and have established policies for proxy voting. The firm has no financial conditions impairing its ability to meet client commitments.