Nutter Investment Advisors

RIASEC RegisteredEst. 1988
Total AUM
$3B
Discretionary
$70M
2% of AUM
Avg account
$72.3M
Accounts
41
Employees
5
Advisory reps
7

Firm details

Headquarters
Boston, Massachusetts
CRD number
105461
Registered since
November 14, 1988
Custodians
FIFTH THIRD SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses97.64%
  • HNWI2.28%
  • Individuals0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nutter Investment Advisors is an independent registered investment adviser organized as a limited partnership and registered with the SEC since 1988. The firm provides portfolio management for high-net-worth individuals and families, small businesses, and institutional clients. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm reports a clear preference for publicly traded equities as the dominant asset class in client portfolios. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator. Industry affiliations include a connection to a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 11%, US Government Bonds 8%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents11%
  • US Government Bonds8%
  • State & Local Bonds2%

Contacts

3 of 7
  • Thomas Jalkut

    Thomas Jalkut

    PartnerCRD 4346432

  • James Bacon

    CCOCRD 6312960

  • Vijay Naidu

    Portfolio ManagerCRD 2183477

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
155 Seaport Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth