Family Wealth Management








Cottage Street | Advisors

Cottage Street Advisors is a Multi-Family Office focused on managing all aspects of our families’ financial affairs including: asset management, investment due diligence, estate creation and guidance, foundation management, and business succession planning.

Asset Management

Asset Management

Investment Due Diligence

Investment Due Diligence

Asset Supervision

Asset Supervision

Estate Guidance

Estate Guidance

Foundation Management

Foundation Management

Investment Due Diligence

Investment Due Diligence

Succession Planning

Succession Planning

Estate Creation

Estate Creation


Cottage Street | Founders

Our founding partners bring together more than 65 years of experience helping generations of families navigate their financial affairs.

Mike K. Davis

Michael brings to Cottage Street over forty years of investment experience.  Prior to founding Cottage Street Advisors, Michael was Managing Member and founder of Michael K Davis Investments where he managed and supervised Family Wealth issues for over twenty-five Families.  Prior to MKD Investments, Michael was Principal and Chief Investment Officer at Resource Planning Associates where he had responsibility and oversight to all financial issues of the business.  Michael has an undergraduate degree from Yale University and a Masters in Business Administration from Harvard Business School.  Michael received his Certified Public Account designation and currently registered under the Uniform Investment Advisors Law Exam.

Vice President

Cottage Street | Process

We believe in the preservation of wealth and diversification of our families’ assets.

We accomplish this by buying public and private companies, at attractive valuations, across multiple asset classes and different structures. Well-run companies become attractive when they are mispriced. Deep due diligence and patience can help avoid “value traps”, or companies that are cheap for the right reasons. We also believe that companies offering to reward their owners with dividends can be a favorable way to own well-run companies, while waiting for their value to be discovered.

Cottage Street | Insight

Traditionally, assets not held directly with family wealth managers could not be considered part of a families’ overall portfolio or allocation without highly manual data entry of dated portfolio value information, using spreadsheets and quarter-end statements.

Today, using the most innovative financial technologies, Cottage Street can manage family assets and aggregate all of a families’ holdings, whether they are managed as Cottage Street portfolios or held with other Advisors, Brokers, Banks, Trust Companies, or Limited Partnerships, both in the US and Internationally. This allows Cottage Street to demonstrate true value to our families, by reporting on real time balances, cash flows, holdings, and ultimately risks and correlations of a families’ overall wealth.

Equities

Equities

Venture Investments

Venture Investments

Fixed Income

Fixed Income

MLP’s

MLP’s

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Asset Managers

Asset Managers

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Hedge Funds

Hedge Funds

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Private Equity

Private Equity

Real Estate

Real Estate

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Cottage Street | Contact

9 Cottage Street
PO Box 249
Marion, MA 02738

info@CottageStreetAdvisors.com
Office: 508.748.0709