Copper Canyon LLC
Registered Investment Advisor
We are a Boutique Investment Firm
We provide tailored investment management services to each and every client. We put our clients above all else. What is important to you is important to us.
We access client portfolios on regular basis and we manage overall risk to investment portfolios by actively buying and selling individual stocks, ETFs and other securities. Our active management strategy helps clients align their investment objectives with an appropriate level of risk.
Fee-only investment management. Every single client of ours has a specialized investment portfolio to match their financial needs. We manage different types of investment accounts such as Traditional IRA, Roth, Cash and Margin Accounts.
Who We Are
We are experts at investment management, We active manage client portfolios by purchasing individual stocks, index ETFs, option and fixed income securities to manage overall 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. Fiduciary is the highest legal and ethical standard under US law, meaning we are legally bound to look out for client’s best interests.
Mr. Quintilone is the Owner and Portfolio Manager. He passed the Series 65 – Uniform Investment Adviser Law Exam, which qualifies him to provide investing and general financial advice to 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 passed the Series 65 – Uniform Investment Adviser Law Exam, which qualifies him to provide investing and general financial advice to clients.
The stock market remains volatile as we enter second quarter. Portfolio managers are re-balancing their holdings and positioning themselves for a re-opening US economy and end to the Coronavirus pandemic. Overall, markets continue to trade below their all time highs...
The 10 year treasury yield crept higher towards 1.63% this week and investors remain cautious towards technology stocks. High beta and speculative stocks are most sensitive to rising interest rates because it affects the capital asset pricing model calculations and...
The 10 year treasury yield briefly touched 1.60% and the equity market reacted very violently. The hardest hit stocks continue to be technology names and the cause could be a rising discount rate. When investors try to find fair value for a stock, they use the capital...
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