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.
Who We Are
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.
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.
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.
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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