A complete list of active advisors currently associated with Cottonwood Capital Management LLC

Warmer can help you find a great advisor at Cottonwood Capital Management LLC or one who fits your needs even better.

Cottonwood Capital Management provides discretionary portfolio management for both individual and institutional clients, including retirement plans, pension and profit-sharing plans, charitable organizations, and corporations. Portfolios typically hold individual stocks and bonds alongside ETFs (equity, fixed-income including U.S. Treasury ETFs, and gold) and are managed under a single offering called the Four Seasons Strategy. The Four Seasons Strategy is a long-term, top-down asset allocation framework informed by roughly a century of economic and asset-price history; it constructs portfolios across a fixed set of economic scenarios and is generally designed for a five-year horizon with rebalancing approximately every 12–24 months. The approach seeks to limit annualized volatility by diversifying exposures across assets expected to perform differently in varying macro environments, acknowledging that this may dampen both upside and downside and that short-term volatility can exceed market levels. Atypical features for a small independent adviser include an explicit focus on institutional clients in addition to individuals and a corporate history that includes prior roles as a ratings agency and a registered commodity trading advisor before re-registering as an investment adviser. The firm emphasizes direct execution through a recommended custodian (Interactive Brokers), uses ETFs alongside individual securities, and maintains written compliance controls such as a Code of Ethics and procedures for limited custody via fee deduction.

To learn more about the advisors currently working at Cottonwood Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.