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James M. Cook

Rutherford Investment Management

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About James M. Cook

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.

Firm Information

James Cook is currently registered with Rutherford Investment Management. Rutherford Investment Management is an investment advisor based in PORTLAND, OR, with $216,353,445 in regulatory assets under management. The firm primarily advises high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, and other investment advisors. Their services include portfolio management for businesses, individuals, and pooled investment vehicles.
Rutherford Investment Management

10300 SW GREENBURG ROAD

PORTLAND, OR 97223

$216.35M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Cook’s Registration & Firm History

OR

01/06/2024 - Present

Rutherford Investment Management (PORTLAND OR)

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Licenses & Designations

IA

Issued 06/25/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James M. Cook.
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