A complete list of active advisors currently associated with Randy L. Copus And Associates,LLC
Warmer can help you find a great advisor at Randy L. Copus And Associates,LLC or one who fits your needs even better.
Randy L. Copus & Associates, LLC provides ongoing investment advisory and financial planning services primarily to individual clients as well as pension plans, trusts, estates and charitable organizations. The two-advisor firm offers portfolio consultations, portfolio review and planning services and works with clients through documented Investment Policy Statements and regular client dialogues. The firm uses charting, fundamental and technical analysis to inform recommendations and engages clients with online research tools and portfolio construction software. Rather than exercising trading discretion, the firm typically provides non‑discretionary supervisory services and refers clients to third‑party managers to implement investment strategies. Noteworthy aspects include that nearly all reported assets under management are non‑discretionary (discretionary $0, non‑discretionary $31,000,000 as of 06/2024) and the firm may receive commissions for insurance product sales as well as referral fees and non‑cash compensation from custodial/manager partners such as SEI, Loring Ward and Gradient Investments. The firm does not custody client assets, does not aggregate block trades, and does not generate its own periodic account reports for clients.
To learn more about the advisors currently working at Randy L. Copus And Associates,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.
Name |
Location |
Years of experience |
|---|---|---|
Lakeview, OH
| 25
| |
Lakeview, OH
| 11
|
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