COPPERWOOD FINANCIAL

Overview

Copperwood Financial is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm runs a fee model that includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, and it positions itself as a capital allocator — meaning it builds client portfolios using both in-house strategies and external managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting-type work and the selection of third-party advisers, which points to a hybrid model of direct portfolio management plus outsourced specialist allocations. Equities are the focal point of the investment program. The firm prefers exchange-traded instruments for liquid public-market exposure, while using third-party managers to access less liquid or specialized alternative strategies. Copperwood is not an ESG-focused investor, and it relies on discretionary mandates for the vast majority of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices