San Jose, CA Office

Cooper McManus serves individuals (including high‑net‑worth clients), trusts, corporations, and employer retirement plans, offering financial planning and consulting, discretionary portfolio management, retirement‑plan consulting, and access to WealthPort wrap programs and third‑party sub‑advisors. The firm’s brochure describes both standalone planning engagements (hourly or flat fee) and ongoing asset management relationships that are monitored and rebalanced on a regular basis.

The firm describes a fundamentally driven investment process that selects individual securities and pooled products to match client objectives, and it employs a broad set of instruments including stocks, bonds, mutual funds, ETFs, options, margin strategies, interval funds and, when appropriate, cryptocurrency products. Cooper McManus also implements model asset‑allocation portfolios via sub‑advisors and co‑advisory platforms (such as Cambridge’s CAAP and UMA offerings) to customize sleeves and tailor allocations for clients.

A noteworthy aspect of the brochure is that several of the firm’s representatives are licensed or non‑practicing attorneys; the firm states it does not provide legal services but coordinates with and refers clients to outside attorneys for estate‑planning and related matters without receiving additional compensation. The brochure also highlights the firm’s use of client educational seminars and ongoing client communications to keep clients informed, and discloses a mix of professional licenses among staff (including CPAs and insurance registration) and platform relationships that together distinguish its operating model from many peers.