Copper Canyon LLC Investment Advisory
Investment Management and Advanced Portfolio Strategies
Portfolio Managerccanyonllc@gmail.com (407) 864-2702 – Office
What we Do
Experts At Investments
We manage all types of investment accounts. We are experts at 401k, IRA, Roth and Self Managed Accounts
Every single client of ours has a specialized investment portfolio to match their investment needs.
We utilize call and put option strategies to mitigate portfolio risk and generate additional investment income.
You don’t have to worry about us selling a stock or security for additional income. We never accept commission.
How are we different from other finance professionals?
Fiduciary ~ To serve the client interests above everything else. We are held to a higher standard called “Fiduciary”. We put client interests ahead of our own. It is the highest legal and ethical standard under US law, so you can rest assured we are always looking out for you. We follow a fee based model meaning we never accept commission. Our interests are aligned with your interests, meaning when you make portfolio profits, we make additional profits as well. Your portfolio performance and financial success is our top priority.
We are a boutique firm, meaning our clients come first
We put our clients above all else. What is important to you is important to us. We provide tailored services to each and every client. When it comes to your investments, we access your account on a daily basis and are in tune with your money and financial picture. We spend time building relationships with our clients because we aren’t the size of a big bank.
If I already have an investment account, can you manage it?
While we believe our management services work best with Interactive Brokers, we do work with other brokerage services to enact our portfolio management services. We have clients that utilize TDAmeritrade, among others…
What are the steps to become a new client
- We have an introductory meeting to learn more about your financial goals and investment objectives.
- We provide you new client documents: Risk Tolerance Survey, Investment Mandate, Form ADV Part 2 Brochure and a Portfolio Management Contract.
- After you review and sign the above documents, we send you a specialized link to open your Interactive Brokers Account. This account will be linked to our Professional Advisor Account.
- After your Interactive Brokers Account is opened, you need to fund it via ACH transfer, check or wire. It takes a few days for the money to clear Interactive Brokers anti money laundering review process.
- Once your account is fully funded, we begin portfolio management utilizing an agreed upon strategy discussed with the client.
Are there any additional fees for your services?
We only charge an asset management fee of 1%. For example, if you have a brokerage account that maintains a $100,000 value for the entire year; your annual investment management fee would be $1,000.
why do you have an account minimum?
While we would like to work with all potential clients, our services are tailored towards more sophisticated investors and work best with large sums of money.
Do You offer any discounts on your services?
We charge a flat fee of 1% for all accounts worth less than $2,000,000. If you maintain an account worth more than $2,000,000; we charge a reduced rate of 0.75% (75 basis points).
We utilize the best brokerage service in the industry, Interactive Brokers
We have an established relationship with Interactive Brokers where we maintain a professional advisor account. When you join our firm, the first step is to open an Interactive Brokers Brokerage Account with our specialized link. Your account is then linked to our independent professional advisor account; whereby, we gain access through our professional advisor account to enact our specialized management strategies in your brokerage account.
We look forward to speaking to you