A complete list of active advisors currently associated with W.K. Cooper II Asset Management Corporation

Warmer can help you find a great advisor at W.K. Cooper II Asset Management Corporation or one who fits your needs even better.

W.K. Cooper II Asset Management Corporation provides discretionary portfolio management, investment advisory and wealth management services to individuals, families, pension and profit-sharing plans, and corporate clients. The brochure indicates portfolios are created and managed to meet each client’s individualized objectives. The firm emphasizes risk management as a central element of its investment approach, combining third-party research (including Schwab Institutional, Standard & Poor’s and Goldman Sachs), implementation, and ongoing review to pursue growth within client risk tolerances. Clients receive monthly account statements from the custodian and are encouraged to participate in at least annual formal reviews alongside continuous informal monitoring. A distinctive feature in the brochure is the firm’s relatively large client roster for a solo-managed practice—about 230 clients—which is uncommon among independent advisers. The firm also states it operates as an independent corporate entity without related persons and custodializes client assets with Schwab Institutional while providing individualized, discretionary management.

To learn more about the advisors currently working at W.K. Cooper II Asset Management Corporation, 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
William Cooper	Champaign, IL	25

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