Fee-only, Investment Management
Independent | Fiduciary| Personalized
Independent | Fiduciary| Personalized
Cottage Street Advisors is fee-only investment advisory firm focusing on the specific needs and requirements of high net worth clients and families. To provide the personalized service that our clients have always received, we are careful about managing the growth of our practice. We presently are working with approximately eighty clien
Cottage Street Advisors is fee-only investment advisory firm focusing on the specific needs and requirements of high net worth clients and families. To provide the personalized service that our clients have always received, we are careful about managing the growth of our practice. We presently are working with approximately eighty clients and families for whom we manage over one hundred discreet portfolios. We manage portfolios of all sizes, but our larger clients have assets of $25 million to $40 million under management.
Our firm provides two primary services for our clients: individualized portfolio management and financial strategy and planning advice.
As a fee-only firm, we sell no products and accept no payment for services from anyone other than our clients. All client assets are managed in individual client accounts.
Broadly speaking, we are long-term, patient, value investors, always sensitive to our obligation to balance preserving our clients’ wealth as well as seeking long-term appreciation. Generally in our client portfolios, we broadly diversify our holdings in individual securities and bonds, exchange traded funds, and alternative investments.
Broadly speaking, we are long-term, patient, value investors, always sensitive to our obligation to balance preserving our clients’ wealth as well as seeking long-term appreciation. Generally in our client portfolios, we broadly diversify our holdings in individual securities and bonds, exchange traded funds, and alternative investments. When appropriate, we employ hedging strategies to reduce volatility and mitigate potential losses.
Michael K. Davis is the founder and Managing Partner of Cottage Street Advisors, with thirty-five years of professional investment management experience. He is a graduate of Yale University (BA) and the Harvard Graduate School of Business (MBA, with distinction), and received his certification as a CPA after graduation from Harvard. Mik
Michael K. Davis is the founder and Managing Partner of Cottage Street Advisors, with thirty-five years of professional investment management experience. He is a graduate of Yale University (BA) and the Harvard Graduate School of Business (MBA, with distinction), and received his certification as a CPA after graduation from Harvard. Mike served as a commissioned officer in the US Army between his undergraduate and graduate school years. Mike’s social interests include travel, sailing and tennis, and he is an avid duplicate bridge player. Mike lives in Marion, MA.
Jason Haviland is a CFA Charterholder and Senior Partner at Cottage Street Advisors, with over thirty years of financial services and investment management experience. He is a graduate of the University of Michigan (BA) and Boston College Carroll School of Management (MBA). Prior to joining Cottage Street, Jason founded J. Bradford Inve
Jason Haviland is a CFA Charterholder and Senior Partner at Cottage Street Advisors, with over thirty years of financial services and investment management experience. He is a graduate of the University of Michigan (BA) and Boston College Carroll School of Management (MBA). Prior to joining Cottage Street, Jason founded J. Bradford Investment Management, an independent RIA and was a vice president with Fidelity Investments for over 20 years. Jason is a seasoned investment professional with expertise in technology, HR and operations management. Jason is an avid tennis and pickleball player and lives in Southern New Hampshire with his wife and two daughters.
Helen Correale is our indispensable Office Manager and goto problem solver. She has been with Mike Davis and Cottage Street Advisors for almost 20 years. Helen has an Associates Degree in Business Administration from Merrimack College. She is a 20 year resident of West Wareham, where she lives with her son and husband.
We service clients throughout New England and across the country. We'd love to connect with you over Zoom, Teams, Google Meet or any video meeting platform that you are comfortable with. We can also arrange to meet at our Marion, MA office and throughout New Hampshire, Massachusetts and Greater Boston via virtual office space options.
9 Cottage Street, Marion, Massachusetts 02738, United States
(508) 748-0709 | (603) 438-1874 MAILING ADDRESS: PO BOX 249 Marion, MA 02738
Open today | 09:00 am – 05:00 pm |
Cottage Street Advisors, LLC provides investment management and financial planning services to families and individuals throughout Greater Boston, New England and across the country. Our investment management services are primarily provided out of our Marion, MA office and our financial planning services are primarily provided out of our Nashua, NH office, though we will do our best to provide either investment management or financial planning services to you in a way that best suits your preferences and location. From Plymouth County to Middlesex County to the Lakes Region in New Hampshire to the Cape and the Islands, we'll work to find the best advisor interaction model for you!
Cottage Street Advisors, LLC is a veteran owned business
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