A complete list of active advisors currently associated with R. Cooper Investments
Warmer can help you find a great advisor at R. Cooper Investments or one who fits your needs even better.
R. Cooper Investments offers financial planning and advisory work to individuals, high‑net‑worth clients, and institutional entities including pension and profit‑sharing plans, trusts, and business clients. The firm also provides pension consulting for plan sponsors and non‑investment business consulting and personal CFO services aimed at operational and strategic matters. The firm’s investment advice is grounded in fundamental analysis and may involve recommendations across a range of instruments, including equity, fixed income, and options strategies. R. Cooper Investments does not provide discretionary portfolio management for individual client accounts and implements or monitors investment recommendations on a non‑discretionary basis only with client or sponsor authorization. Compared with many small independent advisors, R. Cooper Investments emphasizes pension plan consulting and assists plan sponsors with investment policy development, benchmarking, implementation, and ongoing monitoring — services that are less common among one‑advisor firms. The firm is newly established and discloses that its principal is also active as an insurance producer, a relationship it identifies as a potential conflict of interest and addresses through firm policies.
To learn more about the advisors currently working at R. Cooper 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.
Name |
Location |
Years of experience |
|---|---|---|
Jacksonville, FL
| 2
|
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