Cutler Capital Management

Cutler Capital Management, LLC is a Massachusetts-based investment advisory firm registered with the SEC since 2000, providing services since 2003. The firm specializes in convertible securities, financial sector investments (including community banks), and real estate investment trusts. They offer discretionary investment management services for separately managed accounts and private investment funds. For separately managed accounts, clients can choose a fixed 1.00% management fee or a performance-based fee. The minimum portfolio size is $1,000,000, with an annual minimum management fee of $3,000. Private investment funds have varying management fees and performance fees. Cutler also offers financial planning services with fees ranging from $2,500 to $6,000. The firm may receive referral fees and has arrangements with third-party lead generators. Cutler has custody of client assets and accepts limited power of attorney for discretionary trading. Clients are responsible for voting proxies for their securities. The firm has no financial commitments impairing its ability to meet client obligations. Cutler does not vote proxies for separately managed accounts but may do so for private investment funds. For further details, clients can contact the firm at 508-757-4455.