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Getting Started


Start With a Free Consultation

Every client is different and every investment portfolio has different needs. First, we must determine your risk tolerance to see what type of portfolio best suits you. Then we ask what your investment objectives are based on three criteria: investment income, speculation or conservative income strategies. After we determine which portfolio is appropriate for you, we create a tailored investment mandate; which is a specialized document that guides our management of your portfolio. 


Select a Strategy

We manage three separate strategies: Traditional Asset Allocation, Derivative Allocation and our Fixed Income Strategy. The Derivative Strategy is for clients with the highest risk tolerance; whereas, the Traditional Asset Allocation and Fixed Income are reserved for clients with a normal risk tolerance.


Customize the Portfolio

We create the portfolio comprised of individual stocks, ETFs, option securities and bonds. We never purchase mutual funds because they are never in our clients best interest. Our portfolios are create based on value and fundamental analysis, meaning we purchase stocks that are undervalued and backed by positive earnings.


Manage the Portfolio

We analyse client portfolios on a daily basis. When appropriate, we make buy or sell decisions that benefit our clients portfolios. We trade on a discretionary basis, meaning we have a limited power of attorney from our clients to buy or sell when we deem appropriate. We keep clients informed about their portfolios by communicating on a regular basis.

How it Works

Our Approach

We are active portfolio managers, our goal is outperform the broad stock market through intensive research and making the correct buy or sell decision.


Fundamental Analysis

Every asset has an intrinsic value, or price you are willing to pay for it. When we analyse an assets intrinsic’s value, we look at valuation multiples relative to other companies in a similar industry to find out how much investors are willing to pay relative to other companies. We also look at long term profitability of the firm. As investors we are entitled to the net income and earnings of a firm, looking at a ratio as simple as a price to earnings multiple tells us how long it will take for the company to earn back our initial investment. An example would be a company trading at 10 times price to earnings would take approximately 10 years to earn the current share price in net income. We look at long term solvency ratios and whether a company has adequate liquidity to continue business operations. Debt is a double edged sword, when used appropriately, it can provide a company necessary capital to increase overall shareholder returns. At the same time when a company is undertaking debt just to maintain operations or “survive”, certain metrics such as the Interest Coverage Ratio may indicate a company isn’t generating suffeicent capital to service their outstanding debt. 


Technical Analysis

Technical analysis is important to find an entry and exit in a specific investment. There are bullish and bearish indicators that we watch in order to find the best execution price for clients. Identifying long term support and resistance price levels are critical to understand why a stock may move up or down in value. Additionally, moving averages and long term pricing trends allow us to identify a preferred execution price so we can set specialized buy and sell orders for client accounts. In summary, technical indicators drive short term movements in share prices and allow our investment managers to achieve the best possible share price for our clients.



Purchasing or selling options is our specialized strategy for high risk tolerance clients. Some factors we analyse when deciding which strategy to impart in the client account is how expensive implied volatility is and what the options pricing model is predicting for future share price movements. 

Implied volatility is a metric options traders use to analyse how expensive the options are for a specific security. The higher the implied volatility, the more expensive options are for a specific security. The lower the implied volatility, the cheaper options are perceived by the stock market. This metric is in percentage form and when you multiple the implied volatility by the share price is gives you what the market expects to be a 1 standard deviation move in the share price. 

We use implied volatility when looking at options pricing models to see how expensive time premium is on a specific options security. Time premium is the extrinsic value of a specific option, meaning it is theoretical value. The higher the time premium, the more a trader will pay for an expected movement in a share price. This is important to understand because it determine the probability of a specific trade to end in favor of the client. If we sell time premium that is 2 standard deviations from the current share price, we have greater than 90% probability based on the options model for the share price to be out of the money at expiration. 


Get In Touch

We look forward to talking about the stock market with you, it’s our passion!

Copper Canyon Investment Advisory

We post frequently on LinkedIn discussing current stock market events and other interesting economic indicators. Please see the link below.  


Get In Touch

(407) 864-2702