Copper Canyon LLC
Registered Investment Advisor
We are a Boutique Investment Firm
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 regular 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.
01
What We Do
02
Our Approach
We are experts at investment management, We are active portfolio managers purchasing individual stocks, index ETFs, option and fixed income securities to increase client returns and decrease portfolio risk. We implement an active portfolio management strategy, which seizes opportunity with the power of quick decision making, rather than the passive complacency of other investment strategies.
Our Mission
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.
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.
Best Custodial Service For Our Clients
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. As of 11/17/2020, they were ranked #2 online brokerage service by Barrons, tying Fidelity with a 5 star rating. They beat competitors on fees charged, service provided and ease of use.
Our Firm
We founded the firm in October 2016 and began offering financial services in early 2017. Our firm is a Fiduciary Fee-Only Investment Advisory, meaning we never accept commission and always work in our client’s best interest.
Mr. Quintilone is the Owner and Portfolio Manager. He holds the Series 65 Uniform Investment Adviser license and provides fee only services for clients. Mr. Quintilone manages client portfolios on a daily basis and provides financial advice for the firms clients.
Mr. Clay provides financial advising services for the firms clients and has expertise is in alternative and real estate investments. He holds the Series 65 Uniform Investment Adviser license permiting him to provide For-Fee Portfolio Management Services for clients.
Portfolio Positioning As We Enter 2021
There are a number of factors to consider in determining whether the stock market will continue making all time highs or consolidate in 2021. Somethings on our mind are: inflation, record monetary and fiscal policy and a no alternative mentality to equities. The...
Lockheed Martin Empower 401k Retirement Plan Walkthrough
We review the Lockheed Martin 401k Plan that is administered by Empower Retirement and we discuss the different investment options such as the Target Date Funds, S&P 500 Indexed fund and other funds that are available to participants. We touch base on different...
Roth IRA or Traditional IRA & Real Estate Investing within an IRA
Traditional IRAs have certain tax advantages during your working life, but as you reach retirement and begin drawing down the investment account you are taxed on the contributions and appreciation. Whereas with a Roth IRA you use after tax dollars to make...
Frequently Asked Questions
If I already have a brokerage account open with a discount broker, can you manage it?
While we believe our management services work best with Interactive Brokers, we do work with other custodial brokerage services to enact our portfolio management services.
What are the steps to become a new client?
We detail the entire sign up process on our “Client Experience” page.
What are the fees for your portfolio management services?
We charge an asset management fee of 1%. For example, if you have a brokerage account with $100,000 value for the entire year; your annual investment management fee would be $1,000. We calculate management fees on a monthly basis and send invoices quarterly.
What is your account minimum?
Our account minimum is $100,000. Our services are tailored towards sophisticated investors and work best with large sums of money. We reserve the right to work with clients that have less the $100,000 in assets, on a case by case basis.
Do you offer any discounts on your services?
We charge 1% for all accounts with a balance less than $2,000,000. If you maintain an account with more than $2,000,000; we charge a reduced rate of 0.75%. We reserve the right to offer a reduced management fee on a case by case basis, depending on the management strategy and client risk tolerance.
Take the first step!
Book a Zoom Video Consultation with one of our fiduciary financial advisors
