Copley Investment Management, LLC

The firm serves individuals and families as its primary client base and also advises small businesses and qualified retirement plans. In addition to portfolio management and financial planning, the firm offers business valuation and expert witness services and provides international consulting engagements for foreign governments.

The firm employs a top-down, diversified investment approach that emphasizes client-specific risk tolerance and uses ETFs as the foundation of portfolios to minimize fees. Portfolios are reviewed quarterly for rebalancing, and the adviser accepts discretionary authority while considering liquidity, tax, and time-horizon needs in constructing strategies.

What distinguishes the firm from many peers is its combination of a very small advisory team with a relatively large client and asset base — the brochure reports roughly 537 clients and over $300 million in assets under management, resulting in a high client-to-advisor workload. The founder’s academic credentials (PhD and CFA), long tenure in both academia and practice, and ongoing international consulting and litigation-support work (including USAID-funded projects and business valuation/expert witness services) are additional atypical features for a firm of this size.