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RIA · CRD 130006State-Registered Investment Adviser

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Cuthbert Financial Guidance

CUTHBERT FINANCIAL GUIDANCE is a state-registered investment adviser in PORTLAND, OR. It has 3 employees and 2 investment advisers. The firm is based in the...

Overview

CUTHBERT FINANCIAL GUIDANCE is a state-registered investment adviser in PORTLAND, OR. It has 3 employees and 2 investment advisers. The firm is based in the Pacific Northwest.

General information

Firm type

RIA

Frequently asked questions

What investment stages and asset classes does Cuthbert Financial Guidance target?

The office targets directly owned, income-producing assets rather than fund commitments or early-stage operating companies. Its portfolio is concentrated in multi-tenant retail, light industrial warehouses, managed timberland, and investment-grade municipal bonds. Public equities are held passively. There is no record of the firm participating in venture capital, growth equity, or private equity fund commitments.

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