Portland-Based Rutherford Investment Earns Four-Star Rating By Morningstar
PORTLAND, Ore., Feb. 18, 2015 /PRNewswire/ -- A Portland-based firm, led by former Oregon State Treasurer Bill Rutherford, has received a Morningstar Overall 4-Star Rating for the performance of its Rutherford Multi-Cap Growth investment strategy. The rating distinguishes the Rutherford Investment Management (RIM) large cap growth fund as one of the highest rated in the nation*. RIM specializes in separately managed, equity portfolios for individuals, pension funds, 401Ks, endowments and foundations.
"Our Morningstar Rating is a testament to the quality service we have been providing our clients for over two decades," said RIM President Bill Rutherford. "We are proud of our Morningstar rating. We are performing at or above the level of much larger firms, while providing the customized wealth management of a boutique firm."
Morningstar ranked RIM for its performance among 506 large growth investment composites. It was ranked in the top 23 percent of its large cap growth Morningstar Category peers based on risk-adjusted returns over a 5-year period ending December 2014.
A McMinnville native, Bill Rutherford is a graduate of the University of Oregon and Harvard Law School. Rutherford has extensive U.S. and international investment experience, having served as CEO and President of two international investment companies with offices in New York, London, Tokyo, Paris and Frankfurt.
* The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Rutherford Investment Management (RIM) was rated against the following numbers of U.S.-domiciled Large Growth separate accounts over the following time periods: 506 separate accounts in the last three years, 488 separate accounts in the last five years, and 381 separate accounts in the last ten years. With respect to these Large Growth separate accounts, RIM received a Morningstar Rating of 3 stars, 4 stars and 4 stars for the three-, five- and ten-year periods, respectively, as of 12-31-14.
© 2015 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
SOURCE Rutherford Investment Management
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