GUTT FINANCIAL MANAGEMENT, LLC

Overview

Gutt Financial Management, LLC is an independent registered investment advisor that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm operates under a fee model that combines a percentage of assets under management with fixed fees, and it does not position itself as a pension consultant or multi-state adviser. Investment activity shows a clear tilt toward publicly traded equities, with exchange-traded instruments forming the bulk of the invested capital. The adviser does not identify as an active ESG investor. Gutt Financial Management was recognized by investor.com as one of the Top RIA Firms to Watch in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices