A complete list of active advisors currently associated with Copperlion Investments

Warmer can help you find a great advisor at Copperlion Investments or one who fits your needs even better.

CopperLion Investments provides discretionary and non-discretionary portfolio management and hourly financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $3.85 million across about 34 client relationships and conducts a complimentary initial consultation before making specific recommendations. The investment process centers on asset-allocation models tailored to each client’s objectives and constraints and draws on a mix of fundamental, technical, cyclical, macroeconomic, and charting analyses. When suitable for a client, strategies may include options, margin, short sales, derivatives and, on rare occasions, advice regarding private placements, with the firm offering both discretionary and non-discretionary engagements. Noteworthy distinctions include that the firm’s principal is employed full time by a public pension system and allocates roughly 80% of his time to that role, a factor the brochure discloses as potentially limiting availability. The firm recommends a specific custodian (TradePMR) and uses the custodian’s research tools, provides a basic financial plan at no cost to portfolio-management clients, and does not impose a minimum account size.

To learn more about the advisors currently working at Copperlion Investments, 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.