Unclaimed
James M. Cook is a financial advisor with Rutherford Investment Management, a firm based in Portland, OR. James holds the Series 65 license. James has been in the industry since September 2013 and has experience working with individuals, pooled investment vehicles, and high-net-worth individuals. James specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Rutherford Investment Management primarily manages assets for high-net-worth individuals, investment companies, pooled investment vehicles, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OR
01/06/2024 - Present
Rutherford Investment Management (PORTLAND OR)
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure James Cook is the right advisor for you? Invested Better is here to help.