Copper Canyon LLC Investment Advisory
Investment Management and Advanced Portfolio Strategies
(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 Separately 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”, which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for your best interests.
Other investment professionals and brokers are held to a lessor standard called “suitability”, which means as long as the professional has a product they can sell you, they do not need to look for the lowest cost or best investment product for you. Professionals held to a suitability standard aren’t looking out for your best interest, they are looking out for their bottom line.
We follow a fee based model, meaning we never accept commission and we always look for the strategy or investment that is in our clients best interest. The fee-only model aligns our interests with client interests because when you make portfolio profits, our flat fee increases proportionally. Your portfolio performance and financial success is our top priority and you can rest assured we are always looking out for you.
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 because we are a smaller firm dedicated to building lasting relationships with all of our clients. 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 often communicate with our clients on a weekly basis to explain what is happening in the stock market and how it is affecting their portfolio. This constant communication allows our clients to learn why certain strategies and portfolio management practices are better suited to their investment objectives.
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).
What is a Roth IRA
A Roth IRA, or Roth Individual Retirement Account is a specialized retirement investment account created by congress in 1989. It allows you to contribute “after tax” dollars to invest in the stock market, which become eligible for withdraw penalty free on the principal at any time. You can withdraw gains after 5 years penalty and tax free. The biggest advantage in retirement is when you take a distribution from your Roth IRA it does not add to your adjusted gross income, whereas a traditional IRA account does add to your adjusted gross income. There is no required minimum distribution, meaning you are under no obligation to withdraw your retirement fund when you reach age 70 and 1/2, whereas you are required withdraw funds in a traditional IRA and 401k when you reach this age.
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.
Interactive Brokers allows you to pay fees directly from your brokerage account, allowing for convenience and transparency knowing what you are being charged for Portfolio Management. Interactive Brokers grants our clients privileges to trade products all over the world, 24 hours a day, with access to 120 stock markets and 23 different currencies. They were ranked #1 online brokerage service by Barrons, beating out Fidelity and TD Ameritrade. They beat competitors on fees charged, service provided and ease of use.
We look forward to speaking to you!