With decades of experience and relentless dedication to our clients, we are a boutique firm, managing portfolios and
building financial plans to meet our clients long-term goals and aspirations.
We work with clients to build investment strategies, help protect portfolios from volatile markets and manage risk.
We'd love to share our expertise, specialized investment approaches and tailored portfolios with you.
Your life is complicated. We start by listening to your goals and objectives and only then, we'll explain the different ways that we can help. We can manage an entire investment portfolio or build a fixed income strategy that gives you the freedom and confidence to enjoy the money you've worked so hard to earn. If you want someone you can call about any financial matter for you or your family, you've found your last financial advisor.
We've been steering, course correcting and navigating through markets for decades and we can be your captain for any financial journey you want to take. We are large enough to be an alternative to brokerage houses and investment banks, but small enough to answer the phone personally and give you the individualized attention you deserve.
Built over many decades, our firm will continue to evolve and grow, but we will never abandon our core principles -- a commitment to ethics and integrity, unbiased recommendations and impartial guidance for our clients
Mike is the founder and Managing Partner of Cottage Street Advisors, LLC.
Prior to founding Cottage Street Advisors in 2014, Mike managed an independent investment management practice from 1985 to 2014. Prior to that Mike was the Treasurer and the Chief Financial Officer of Resource Planning Associates, an international management consulting firm headquartered in Cambridge Massachusetts.
Mike is a graduate of Yale University (BA, 1966) and the Harvard Business School (MBA, with Distinction, 1971).
Mike is a U.S. Army veteran, earning his commission at the Infantry Officer Candidate School in May 1967, and then serving as an active duty Army officer from May 1967 through May 1969. He acquired a CPA while employed with Price Waterhouse from 1971 to 1973. Among his other interests Mr. Davis is an enthusiastic sailor and tennis player, and enjoys playing duplicate bridge and chess.
Jason Haviland is presently the Senior Partner at Cottage Street Advisors. Prior to joining Cottage Street, Jason founded J. Bradford Investment Management, an independent RIA and was with Fidelity Investments for 21 years. At Cottage Street, he researches investment opportunities, manages portfolios and builds customized investment strategies. He also works in the angel investing community, helping start-ups launch their ideas and assisting accredited investors research opportunities and perform due diligence. Jason holds a BA in Economics from the University of Michigan and an MBA from Boston College as well as holding three highly distinguished professional credentials: Chartered Financial Analyst (CFA), Certified Employee Benefits Specialist (CEBS) and Project Management Professional (PMP).
Jason lives in Nashua with his wife and two daughters.
Helen Correale is our Office Manager and has been with Mike Davis and Cottage Street Advisors for almost 15 years.
Using her 38 years of administrative experience, she ensures the daily operations run smoothly. When problems arise, and they sometimes do, Helen is the go to person to help us resolve them as expeditiously as possible.
Helen has an Associates Degree in Business Administration from Merrimack College. She is a 15-year resident of West Wareham, where she lives with her son and husband of 26 years.
It is never too early or too late to get started on your investment plans. Tell us more about your goals, and we will ensure you've got a plan to achieve them.
9 Cottage Street, PO BOX 249, Marion, Massachusetts 02738, United States
(508) 748-0709 (603) 438-1874 --- Also serving clients at: 1 Tara Blvd, Suite #200, Nashua, NH https://goo.gl/maps/6obo1Bi1PYo --- And throughout the Boston area at Workbar locations: https://www.workbar.com/locations/ ---
Monday - Friday: 9am - 5pm
We travel frequently, so please make an appointment to visit us.
Cottage Street Advisors, LLC provides investment management and financial planning services to families and individuals throughout 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 the Lakes Region in New Hampshire we'll work to find the best advisor interaction model for you!
Cottage Street Advisors, LLC is a veteran owned business
Copyright © 2019 Cottage Street Advisors - All Rights Reserved.