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William Drake Rutherford

Rutherford Investment Management

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About William Drake Rutherford

William Drake Rutherford is an investment advisor representative for Rutherford Investment Management. William has been in the industry since April 2013. William's firm is registered with the state of Oregon and is currently pending registration in California. William has a specialization in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

William Rutherford 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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William Rutherford’s Registration & Firm History

OR

01/01/2025 - Present

Rutherford Investment Management (PORTLAND OR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Drake Rutherford.
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