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Cutter Point Investments, LLC (Greenwich)


Cutter Point Investments, LLC is a large advisory firm based in Greenwich. It manages $36.8 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.

Cutter Point Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cutter Point Investments: assets under management

The assets under management (AUM) of Cutter Point Investments, LLC is $36.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $36.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cutter Point Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Cutter Point Investments, LLC performs its advisory services is located at 4 Greenwich Office Park, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-862-3320 or by fax 203-863-9187. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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