Cooper Eagle, LLC

Cooper Eagle serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations and retirement plans, offering discretionary and non‑discretionary investment management alongside wealth management and financial planning (including standalone planning engagements). The firm also provides retirement plan advisory services intended to assist plan sponsors with ERISA fiduciary responsibilities.

The firm constructs portfolios that lean on low‑cost, diversified mutual funds and ETFs but will use individual stocks, bonds and options where appropriate, employing fundamental, technical and cyclical analysis. Its investment work is generally long‑term focused while allowing shorter‑term trading for rebalancing, tax management or client cash needs, and it emphasizes ongoing personal contact to set and monitor asset allocations.

Distinctive features include the firm’s modest scale (two advisors managing roughly $46 million for about 179 clients) and the provision of ancillary tax‑preparation services by the firm’s principal outside of advisory engagements. The firm also accepts retirement‑plan fiduciary roles (including ERISA 3(21)/3(38) arrangements), maintains an institutional relationship with a large custodian that provides software and economic benefits to the adviser, and may refer clients to third‑party managers while taking a portion of solicitation fees under disclosed arrangements.