Taylor Cottrill Erickson & Associates - aVenture Asset Manager Research
Location
New London, NH, US
Founded
2007
Taylor Cottrill Erickson & Associates is a New Hampshire-based financial services firm specializing in wealth and portfolio management for individuals and institutions. The company offers fee-based services, focusing on providing cost-effective and conflict-free financial solutions. Their primary goal is to help clients achieve financial peace of mind through personalized investment strategies.
The firm was formed in 2015 through the merger of Whitegate Investment Counselors and Taylor, Cottrill LLC, combining decades of experience in the financial industry. As an employee-owned company, Taylor Cottrill Erickson & Associates emphasizes alignment with client interests and maintains a strong commitment to personalized service and long-term financial planning.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages