A complete list of active advisors currently associated with Copper Harbor Investment Advisors, LLC

Warmer can help you find a great advisor at Copper Harbor Investment Advisors, LLC or one who fits your needs even better.

Copper Harbor Investment Advisors is an employee‑owned registered investment adviser operating with a six‑advisor team that serves individuals (including high‑net‑worth clients), pension and defined contribution plans, trusts, estates, charitable/non‑profit entities, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, retirement plan advisory (including plan design and monitoring), and support for self‑directed accounts. The firm’s investment approach emphasizes long‑term asset allocation and fundamental analysis, focusing primarily on publicly traded equities and fixed income and generally avoiding market timing; client portfolios are managed in accordance with written Investment Policy Statements and reviewed periodically. Copper Harbor commonly uses custodians such as Charles Schwab Institutional and Fidelity, may engage independent sub‑advisors for portions of client accounts, and provides ongoing account supervision and periodic performance reviews. A distinguishing feature in Copper Harbor’s brochure is its in‑house client communications and retirement plan support: the firm produces periodic firm‑generated account statements (which may include rate‑of‑return calculations) and offers participant education and plan‑related meetings in addition to custodian statements. The firm also highlights a multi‑disciplined team with professional credentials in financial planning, trust/fiduciary and retirement plan specialties (CFP®, CTFA™, CRPS®), and recent expanded employee ownership, reflecting combined expertise in both individual wealth management and institutional retirement plan services.

To learn more about the advisors currently working at Copper Harbor Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.