Introduction

Founded on Principles

Founded in 2024, Tide Cycle Resources is guided by the belief that clients always come first, with honesty, integrity, and respect at the core of everything we do. While many investment firms focus inward, our approach is centered on client success, defined not just by financial returns but by broader values and goals. We help clients identify what they truly want from their wealth, whether it’s sustaining a legacy for future generations or achieving immediate impact. Every client is unique, and we strive to serve with a commitment to long-term success.

About the firm

Spirit of Collaboration

The investment world is filled with exceptional talent and expertise. At Tide Cycle, we believe in recognizing that brilliance, and partnering with top firms and individuals to bring the best to our clients. We don’t claim to have all the answers or the best systems, and when collaboration makes sense, we pursue it. Our approach is rooted in humility, prioritizing what’s best for our clients—even if it means recommending complementary firms or acknowledging when we may not be the right fit.

Our Investment Team

Jeffrey R Croteau, CFA®

Founder and CIO

Jeff founded Tide Cycle in 2024 after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff’s investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. His approach to portfolio management is rooted in stability, patience, and diversification, serving clients from millions to multi-billion-dollar portfolios. Jeff graduated with a BS in Mathematics from Northeastern University and earned a CFA® charter.

Currently, Jeff serves as a Board member of the Foundation for Seacoast Health, a member of the Dean’s Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School.

Kate D Dumas, CFA®

Chief of Staff and Deputy CIO

Kate joined Tide Cycle in 2025 following a brief career pause to explore philanthropic pursuits. Kate was previously a Managing Principal and Consultant at Prime Buchholz LLC where she built successful investment programs for a variety of clients. Kate led the firm’s Mission Aligned Investing practice bringing the missions and values of clients into portfolio decision making. Prior to Prime Buchholz, Kate worked at Deutsche Bank AG in New York and Mellon Trust in Boston. Kate earned her MBA from the Stern School of Business at New York University with specializations in Finance and Global Business and holds a BA in Economics from McGill University. Kate earned a Certificate in Sustainable Capitalism from the University of California, Berkeley – School of Law.

Kate is a member of the Sustainability Advisory Board at the University of New Hampshire, the Finance Committee at the Southeast Land Trust, and the Boston Economic Club. Kate volunteers with Invest for Better and CFA® (Society) Boston to promote financial literacy.

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