Order Execution And Custody

Portfolio turnover and transaction costs can negatively impact portfolio performance; therefore Rutherford Investment Management strives for low portfolio turnover. Rutherford’s access to the portfolio is direct and trading and updating are immediate.

The broker, selected by the client, performs the duty of custodian. While Rutherford Investment Management has full discretionary authority over the portfolio, with the exception of authorized management fees, no cash can be removed from the portfolio, except by the client.