Copley Investment Management, LLC

Overview

Copley Investment Management, LLC is a small independent RIA that runs a predominantly equity-driven investment program for individual, family and select institutional clients. The firm focuses on managed separate accounts and customized portfolios, delivering advice through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Their registered activities list portfolio management for individuals and small businesses and pension consulting, indicating an emphasis on tailored asset management rather than one-size-fits-all packaged products. Copley is not an active ESG investor and does not operate as a multi-state adviser; it has been SEC-registered since 2020 and is owned by an individual. Investment behavior centers on exchange-traded equities as the primary allocation tool. The firm retains discretionary authority over the majority of client assets, which supports a hands-on approach to portfolio construction and rebalancing. Given the use of SMAs and the firm's fee mix, clients appear to receive both ongoing asset management and project-based consulting.

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Location & Offices