Expertise You Trust,
Growth You See.
At Bridgehaven Capital, we redefine wealth management with cutting-edge strategies tailored to your goals. Our commitment to innovation, integrity, and personalized service ensures your financial future is secure and prosperous. Partner with us to grow and preserve your wealth with confidence.
Who We Are
Bridgehaven Capital Management was founded in 2019 by our Managing Partner, Jed Otteson. With a BA in Finance from Gustavus Adolphus College (2000), Jed brings over 15 years of experience as a Senior Equity Trader at Whitebox Advisors, complemented by equity trading and support roles at Piper Jaffray and Deephaven Capital Management. His expertise in tactical asset allocation drives our client-focused, fee-only RIA in Excelsior, Minnesota, delivering transparent, personalized financial solutions to help you achieve your goals.
Our mission:
At Bridgehaven Capital Management, we are dedicated to maximizing your wealth with precision and care. We continuously monitor and implement the most effective tactical asset allocation strategies to deliver superior risk-adjusted returns. By dynamically adjusting portfolios to capitalize on market opportunities and mitigate risks, we ensure your investments are positioned for growth while safeguarding your financial future. Trust us to provide disciplined, data-driven solutions tailored to your unique goals.
Bridgehaven Capital Mission Statement:
At Bridgehaven Capital, our mission is to empower our clients to achieve enduring financial success through innovative, tailored investment strategies. We are committed to growing and preserving wealth with integrity, leveraging cutting-edge solutions and a client-centric approach to navigate the complexities of the financial world, ensuring security and prosperity for generations to come.
Our Values at Bridgehaven Capital:
- Innovation: We embrace cutting-edge strategies to maximize wealth growth and adapt to evolving markets.
- Integrity: We prioritize transparency and honesty, building trust through ethical practices.
- Client-Centric Focus: We tailor solutions to your unique goals, ensuring your financial success is our top priority.
- Preservation: We safeguard your wealth with disciplined, forward-thinking strategies for long-term security.
Our Services
From personalized investment strategies to long-term planning, our services are built around your goals, your family, and your legacy.
Wealth Management
Customized investment strategies to grow and preserve your wealth, tailored to your financial goals and risk tolerance.
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Portfolio Optimization
Innovative, data-driven approaches to maximize returns and minimize risk through diversified asset allocation.
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401(k) Rollovers
Seamlessly transition your 401(k) to an IRA with our fiduciary guidance, unlocking a wider range of investment options tailored to your goals. We handle the process to maximize your savings while prioritizing your best interests.
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Financial Advisory
Personalized guidance from expert advisors to navigate complex financial decisions with confidence.
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Jed Otteson
Founder / Chief Advisor
As Managing Partner of Bridgehaven Capital Management, I focus on guiding clients toward financial success. Beyond work, I treasure moments with my wife and four children. My hobbies include golf, where I relish the game’s precision and challenge, and hockey, which sparks my love for teamwork and competition. I also love grilling and firing up the smoker to cook great meals for family and friends.
Decades of Market Experience, Working for You
With 15+ years as a senior trader at Whitebox Advisors, I’ve honed my expertise in navigating complex markets, from the 1999 tech crash to the 2008 crisis. My global tactical asset allocation portfolio, spanning global equities, real estate, commodities, and alternatives, offers greater diversification and resilience than a traditional 60/40 model, with strong international exposure to reduce risk and capture global growth. As a fee-only fiduciary, I invest my own money in the same low-cost, high-value strategies I recommend, aligning our interests. My 20 years of research into diversified, data-driven approaches like global multi-asset momentum ensures robust risk management and optimal returns for clients.
Why Bridgehaven?
At Bridgehaven Capital Management, we believe managing wealth is more than just numbers—it’s about trust, partnership, and long-term clarity. Our approach sets us apart:
Fiduciary Duty, Always
As your fiduciary, we are legally and ethically bound to act in your best interests, ensuring every decision prioritizes your financial success with transparency and integrity.
Tailored Wealth Strategies
We craft personalized investment and financial planning solutions that align with your unique goals, risk tolerance, and aspirations, helping you grow and preserve wealth effectively.
Innovative Approach
Our team leverages cutting-edge strategies and diversified investment options to navigate complex market dynamics, optimizing returns while managing risks.
Comprehensive Financial Guidance
Financial Guidance: From retirement and estate planning to tax-efficient investing and business solutions, we provide holistic services to address all aspects of your financial life.
Trust and Accountability
We do what we say and say what we do, fostering lasting relationships built on reliability, open communication, and measurable results.
Your Safe Haven
With disciplined planning and world-class advisory services, we create a secure foundation for your wealth, giving you confidence to focus on what matters most.
Disclaimer
Bridgehaven Capital is a Registered Investment Adviser (RIA). All information provided on this website is for informational purposes only and does not constitute financial, investment, or legal advice. Investing involves risk, including the potential loss of principal, and past performance is not indicative of future results. No investment strategy can guarantee profit or protection against loss. Clients should carefully consider their financial goals, risk tolerance, and consult with a qualified financial advisor before making investment decisions. Bridgehaven Capital does not guarantee the accuracy, completeness, or timeliness of the information provided. For more details, please contact us or refer to our Form ADV, available upon request or at the SEC’s website.
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