Taylor, Cottrill, Erickson & Associates, Inc.
Overview
Taylor, Cottrill, Erickson & Associates, Inc. is a registered investment advisory firm offering fee-based wealth and portfolio management services to individuals and institutions. The firm was formed on December 31, 2015, by the merger of Whitegate Investment Counselors, Inc. (founded in 1992) and Taylor, Cottrill LLC (founded in 2007). Wholly owned by employees, the firm’s primary goal is to provide clients with financial peace of mind in a cost-effective, conflict-free environment. The firm focuses on a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. It employs a comprehensive investment strategy that spans various stages, from seed funding to buyouts and distressed situations. Geographically, Taylor, Cottrill, Erickson & Associates primarily concentrates its investments within the United States. With a commitment to delivering personalized and effective financial solutions, the firm leverages its extensive experience to help clients achieve their financial objectives. Its approach emphasizes transparency, integrity, and a deep understanding of each client's unique needs, fostering long-term relationships built on trust and mutual success.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Taylor, Cottrill, Erickson & Associates, Inc.
What sectors does Taylor, Cottrill, Erickson & Associates, Inc. invest in?
Taylor, Cottrill, Erickson & Associates, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New Hampshire, United States. Taylor, Cottrill, Erickson & Associates, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Taylor, Cottrill, Erickson & Associates, Inc. invest at?
Taylor, Cottrill, Erickson & Associates, Inc. backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Taylor, Cottrill, Erickson & Associates, Inc. invest in?
Taylor, Cottrill, Erickson & Associates, Inc. invests across United States.
What companies has Taylor, Cottrill, Erickson & Associates, Inc. invested in?
Taylor, Cottrill, Erickson & Associates, Inc.'s portfolio includes TransGlobal Logistics, MediaWorks, Telecom Innovations, Urban Developments, Pioneer Ventures, Acme Technologies, Greenfield Healthcare and Summit Energy.
Last updated · Source: ConnectSafely investor database
