Favorite Quote
"Fortuna audaces iuvat (Fortune favours the bold)."- Proverb
FINRA BrokerCheck
Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheckMatthew C. Patten
Mr. Patten received his Bachelor of Arts Degrees in Economics and Environmental Geo-Sciences from Boston College.
He was awarded his Masters in Business Administration from the University of Chicago.
In high school, I studied in Germany where I got my first lesson in international finance. Namely, how do I call collect to the US to ask my parents to wire more money (and perhaps more importantly, how do I convince them I wasn’t spending money frivolously)? And thus began an international career in finance that included stops as a Research Analyst in Los Angeles, an Analyst in Hong Kong (looking at pre-IPO listings on the Chinese exchanges), and a Portfolio Manager in Shanghai (responsible for private equity investments), before settling in as an equity Portfolio Manager in Jacksonville, Oregon (an historic town of 2,000 residents known far and wide as a global financial hub). I have been a co-Portfolio Manager of the Cutler Equity Fund since 2003, a job I have now shared longer with my brother than we shared a bedroom growing up.
I live in Jacksonville, Oregon where I am dedicated to serving the youth of our community. I currently serve as the Scoutmaster to my boys' Boy Scout Troop, which is A LOT of nights in a tent each year, but easily one of the most rewarding volunteer endevours to which I've ever contributed. I am the Council Service Territory One Chair for the National Boy Scouts of America, the lead volunteer in all of Asia, Alaska, Washington, Oregon, Utah, Hawaii, Idaho, and small parts of Wyoming and California. I am a Past Board President for the local Boy Scout Council (Crater Lake Council), Past Board Chair to the Britt Festivals (the Northwest’s oldest outdoor classical music festival), and Past President of the region’s oldest Rotary Club (Medford Rotary). Most importantly, my wife, Diane, and I have raised two amazing young men who can both out fish and out ski me!
Today I serve Cutler as a Partner and Chief Executive Officer of the firm. I am also Chairman and Treasurer of the Cutler Trust, providing oversight of the Cutler Equity Fund.
Favorite Quote
"Fortuna audaces iuvat (Fortune favours the bold)."- Proverb
My Services
Today’s Financial Advisors should provide fiduciary advice that is appropriate for each individual client. No two individuals are the same. Our experienced team can help you identify your goals, and we have the tools to help you achieve them. Whether building a Financial Plan, identifying a low-cost investment solution, talking with you about socially responsible investments, or looking for income, we work with you to identify your needs.
Our Institutional Consulting division is focused on building the right platform for your organization. As your advocate, we will help with plan design, plan maintenance, and vendor management. We are willing to be your 3(38) fiduciary, where appropriate, meaning that we will assume liability for investment selection within your retirement plan. And, for certain plans, we are also responsible for all participant education, helping each one of your employees reach their retirement potential.
Cutler’s foundation is built on a history of institutional asset management. Since our founding, we have managed active investment strategies as both separately managed accounts and now as a mutual fund.
We believe that dividends the most important indicator of an equities value. We look for consistency of dividend payments for the equities in our active Equity Income strategy.
Whether you are an asset allocator, another Registered Investment Advisor, or a broker-dealer, we invite you to reach out to our team to learn more about our active equity approach.
