About the Firm

Identify What You Truly Want from Your Wealth. Then Attain It.

Founded in 2024, Tide Cycle Resources was built on the principle that your goals come first. With honesty, integrity, and respect at the core of everything we do, we design investment programs that align with what you truly want from your wealth—whether sustaining a legacy for future generations or achieving immediate impact. Every portfolio is customized, and every decision is guided by a commitment to your long-term success.

Spirit of Collaboration

Collaboration isn’t a fallback. It’s a deliberate strategy to keep you ahead.

Great outcomes demand great partnerships. At Tide Cycle, we bring together top-tier talent, resources, and perspectives to deliver the strongest results for you. Our network of leading firms and professionals allows us to integrate specialized expertise when it adds value—ensuring your investment program is both comprehensive and best-in-class.

Your 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.

Outsourced Partners

Family Office Exchange (FOX) Member

Leveraging Global Expertise

Tide Cycle is now a member of the Family Office Exchange (FOX), gaining access to decades of collective experience, peer insights, and best practices from leading families and advisors worldwide. This connection enhances our ability to deliver informed solutions for your portfolio.

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Take the Next Step

We’re currently taking on a select number of families and institutions. Let’s discuss how Tide Cycle can help steward your portfolio for long-term success.

Schedule a Conversation