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Jeffrey Croteau, Founder & Chief Investment Officer, Tide Cycle Resources LLC
Cover all institutional accounts in the Dallas Metro Area
Receive a detailed breakdown of Meketa
Meketa Investment Group is a Consultant specializing as a DC Consultant, headquartered at 80 University Avenue, Westwood, MA, and operating within the Boston metro area. The firm is an employee-owned, full-service investment consulting and advisory organization with over 250 staff members across multiple offices including Boston, Chicago, Miami, New York, San Diego, Portland (OR), and London.
Meketa manages collective assets under advisement totaling approximately $2 trillion, including over $100 billion in private markets and real estate assets. Its platform offers comprehensive investment consulting services such as asset allocation, manager research and selection, portfolio construction, performance evaluation, and risk management. The firm supports a broad client base including pension funds, endowments, foundations, family offices, and other institutional investors through rigorous research and due diligence. Meketa also maintains an Emerging Manager Program, having placed over $8 billion across 35 emerging and diverse managers, and provides fiduciary management with fully customized discretionary solutions without proprietary strategies or commingled vehicles.
Jeffrey R. Croteau is Founder and Chief Investment Officer of Tide Cycle Resources LLC. Based in Portsmouth, New Hampshire, Jeff leads the firm’s investment advisory practice, providing outsourced chief investment officer services to families and foundations, navigating increasingly complex capital markets.
Jeff built his career through the institutional consulting world, holding leadership roles at Mercer Investment Consulting and Prime Buchholz LLC. In those roles he advised a wide range of endowments, foundations, and family offices on portfolio construction, manager selection, and long-term asset allocation strategy across multiple market cycles. His advisory experience spans periods of major market dislocation including the dot-com crash, the Global Financial Crisis, and the COVID market shock.
Jeff earned a Bachelor of Science in Mathematics from Northeastern University and later received the Chartered Financial Analyst (CFA) designation. His quantitative background and consulting experience shaped a philosophy centered on disciplined diversification, long term capital preservation, and rigorous fiduciary governance.
Tide Cycle Resources LLC was founded to provide families and institutions with an independent OCIO model focused on strategic asset allocation, manager due diligence, cost efficiency, and generational wealth continuity. The firm currently advises on approximately (Updated AUA/AUM$3 billion in total, with $1.9 billion directly managed, and another $1.1 billion where Tide Cycle oversees another advisor) and works closely with clients to build durable investment frameworks while integrating legal, tax, and philanthropic considerations across multi-generational wealth structures.
Metro Area:
Dallas
Key Account:
Wilmington Trust
Allocator Interview:
Lawrence Calcano, iCapital
Metro Area:
Minnesota
Key Account:
Stifel
Allocator Interview:
Jeremy Beal, Morgan Stanley
Metro Area:
Philadelphia
Key Account:
J.P. Morgan
Allocator Interview:
Matthew Ruffalo, Clarfeld
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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