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Cottage Street | Advisors
(508) 748-0709

Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709
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Resources and Education
JOBS

Cottage Street | Advisors
(508) 748-0709

Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709
Home
Resources and Education
JOBS
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  • Home
  • Resources and Education
  • JOBS
  • Home
  • Resources and Education
  • JOBS

Use of Options to Hedge Volatility

Find out more

Resources and Education

Fiduciary Standard

Fiduciary Standard

Fiduciary Standard

Fiduciary Financial Planning and Investment Management

 The responsibility to act in your best interest 

Diversification

Fiduciary Standard

Fiduciary Standard

Build diversified portfolios

 Holding different asset classes helps smooth out returns 

Asset Allocation

Asset Allocation

Asset Allocation

Build a customized asset allocation

 Describes what percent of each asset category you should hold 

Correlation

Asset Allocation

Asset Allocation

Determine the correlation of your portfolio

 Describes how strongly or weakly assets move together 

Work with us

Does Your Wealth Manager Measure Up?

Breadth of Services We Offer to Customers

Breadth of Services We Offer to Customers

CFA Charterholder in Marion MA and in Nashua NH unlocking opportunities

 CFA Charterholders at Cottage Street Advisors do 

Breadth of Services We Offer to Customers

Breadth of Services We Offer to Customers

Breadth of Services We Offer to Customers

Great service at Cottage Street Advisors. Best Family Office services

 We can help in many different ways 

ESG Investing Strategies and Opportunities

Breadth of Services We Offer to Customers

ESG Investing Strategies and Opportunities

ESG, Conscious Capitalism, Environmentally Friendly and Socially Responsible Investing in Marion MA

We like companies with an efficiency mindset and a long term perspective 

Working in a field you love

Jason discusses his investment philosophy, the fiduciary standard and the power of independent small businesses.

Financially Fit with Jason Haviland

Jason Haviland and his guests shares their insights and expertise on finances

Jason talks with experts across New England on staying financially fit

COVID has halted our production, but our old episodes are still full of helpful tools, ideas and strategies to save time, money and resources! Jason hosts a local TV show with other financial professionals and experts who share their insights during a Q&A style interview with Jason. The show airs throughout the week on Nashua cable access and is available on YouTube.



Cottage Street Advisors welcomes all visitors and clients from J. Bradford Investment Management.

Quick Answers

Retirement Quick Check

Retirement

Social Security

Social Security

Quickly check if you are on track 

for an awesome Retirement

See how I'm doing
Social Security Maximization

Social Security

Social Security

Social Security

Model different Social Security 

claiming strategies

MODEL A STRATEGY
Check CD and mortgage rates

Check Rates

Social Security

Check Rates

Looking for a CD or mortgage? 

Have a look at the going rate.

CHECK RATES

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