A complete list of active advisors currently associated with Copper River Advisors LLC

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

Copper River Advisors LLC serves individual and high-net-worth investors as well as corporations and institutional clients, offering discretionary portfolio management and complementary financial planning. The firm requires a $1,000,000 minimum of investible assets for individual or family accounts and also provides short-term cash-management and fixed-income guidance for institutional clients. The firm builds a signed Investment Policy Statement for each client and follows a long-term approach that often uses passive index funds and ETFs as core holdings while emphasizing fixed-income allocations and model portfolios. It manages retail accounts on a discretionary basis, works non-discretionarily with institutional cash accounts, and may engage third-party managers or “trade away” executions for certain strategies, including directing business to named providers such as BlackRock and Agincourt. Noteworthy characteristics include an institutional fixed-income background at the firm’s founding that informs its focus on high-quality, short-term fixed-income solutions and counterparty/credit risk analysis for institutions. The firm operates with a small adviser team (two advisors) managing roughly $94 million for about 51 clients, offers access to private equity and other alternatives for accredited investors, uses wealth.com estate-planning software for client plans, and typically recommends Schwab or Fidelity custody while withdrawing advisory fees directly from client accounts when authorized.

To learn more about the advisors currently working at Copper River 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.