Cottonwood Asset Management

• Supervise and Manage stock, mutual fund and fixed income portfolios
• Monthly or quarterly meetings to review performance and investment allocation
• Detailed financial planning and/or hourly consultation
• Tax Preparation (Individual, Corporate, Non-profit and Partnership)
• Quickbooks consulting and bookkeeping services
• Business consulting: entity selection and accounting and financial systems

David Kaplan, CPA, CFA

David Kaplan, CPA, CFA is the President of Cottonwood Asset Management As a CPA and a CFA, with more than 20 years of finance and investment experience, I strive to be a broad-based resource for my client’s everyday financial needs As a CPA, I can prepare individual, corporate and partnership tax returns, and assist with tax planning With my investment background, I recommend my clients’ investments are consistent with their tax situation and are consistent with the client’s risk tolerance, time horizon and sophistication level

I received my undergraduate degree from the University of Utah in 1992 and my MBA degree from the University of Washington in 1996 I started my career with Fidelity Investments in Salt Lake City in 1992 After graduate school, I worked for Summit Capital Management in Seattle as a trader In December 1998, I moved to Cedar Rapids, Iowa to work for VMF Capital as an equity analyst and was promoted to VMF Capital’s Small Cap Portfolio Manager in 2000 Prior to leaving VMF Capital in 2008, I was responsible for more than $150 million in assets

Please see Form ADV for more information about my background and other detailed questions about Cottonwood Asset Management

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value

First consultation is free