Trusted Expertise,
Clear Guidance.
At Bridgehaven Capital Management, we believe financial success is built on trust, clarity, and a personalized approach. Our advisory team combines decades of experience to help clients protect wealth, achieve growth, and secure lasting legacies.
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 enjoy grilling and smoking, creating delicious meals to share with family and friends, fostering connection and relaxation.
About Bridgehaven Capital Management
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 Custodial Partner: Interactive Brokers
Interactive Brokers (IBKR) stands out as an exceptional custodian for investors seeking a reliable and cost-effective platform to manage their wealth. With access to over 150 global markets, IBKR offers unparalleled opportunities to diversify portfolios across stocks, options, futures, and more. Its low-cost trading structure, combined with transparent pricing, ensures you keep more of your returns. Whether you’re a seasoned trader or a beginner, IBKR’s intuitive tools and extensive research resources empower you to make informed decisions with confidence.
Beyond its competitive pricing, IBKR prioritizes security and innovation, making it a trusted partner for your financial journey. The platform’s advanced technology, including powerful trading software and mobile apps, provides seamless portfolio management and real-time market insights. With robust risk management features and top-tier regulatory compliance, IBKR safeguards your investments while offering the flexibility to execute your unique strategy. Choose Interactive Brokers for a custodian that blends reliability, cutting-edge technology, and global reach to help you achieve your financial goals.
Insights & Resources
At Bridgehaven Capital Management, we believe informed clients make better financial decisions. Our insights provide timely commentary, practical guides, and expert strategies to help you stay ahead in a changing financial landscape.
How to Build a Multi-Generational Wealth Plan
A roadmap to creating a legacy that supports your children and grandchildren, while aligning with your long-term goals.
Top Strategies for Tax-Efficient Investing
From asset location to tax-loss harvesting, discover proven methods to reduce your tax burden and improve after-tax returns.
Succession Planning for Family-Owned Businesses
Ensure continuity, minimize taxes, and protect your company’s legacy with a structured transition plan.
Treasury Management Strategies for Growing Firms
Optimize liquidity, manage risk, and strengthen financial stability with tailored treasury solutions.
Charitable Giving: Leaving a Legacy That Lasts
Maximize your impact with structured giving strategies that align with your values.
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.
Ready to Secure Your Financial Future?
At Bridgehaven Capital Management, we partner with individuals, families, and businesses to create strategies that protect wealth, fuel growth, and build lasting legacies. Let’s start building your future today.