COPPER RIVER ADVISORS LLC

Overview

Copper River Advisors LLC is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm combines financial planning with discretionary portfolio management and also provides portfolio services for small businesses and institutions. As a capital allocator, it selects and oversees third-party managers rather than relying solely on proprietary strategies, and charges a mix of percentage-of-AUM, hourly and fixed fees. Investment activity centers on pooled public funds as the largest sleeve of client portfolios, but the firm also deploys capital to private-market and alternative managers. Copper River does not identify itself as an active ESG investor. Its advisory services include ongoing portfolio management, comprehensive planning, and the selection and monitoring of outside advisers for specialty or illiquid allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices