Copper Canyon LLC Investment Advisors
Located in the heart of Orlando providing Investment
Investment Advisor Representative
Phone: +1 407 864 2702
How we are different than other Finance Professionals?
Our goal is to provide un-biased financial guidance to serve our clients best interests. We are held to a higher standard called “Fiduciary”. This means we must put the interests of our clients ahead of our own. It is the highest legal and ethical standard under US law. We are an independent firm, and we are following a fee-based business model. We never accept commission and we stand to gain nothing by purchasing or selling individual securities. We make the financial success of client’s our top priority.
We have the flexibility to tailor our services to our clients needs.
We’re fiduciary advisors, we always serve our clients best interests.
We won’t try to sell you commissioned products, we have no sales pressure.
We use advanced portfolio management strategies to mitigate market risk.
OUR CLIENTS SEEK OUR FINANCIAL GUIDANCE FOR THINGS LIKE:
- Advanced investment management strategies utilizing active stock and security selection
- Tax-efficient coordination of investment assets across various types of accounts
- Financial analysis to help the prepare for major asset purchases
- Help you minimize lifetime tax liabilities through the coordination of different types of retirement accounts
- Knowing how they can retire, when they can retire, and if they actually have enough money
- Specialized analysis for Lockheed Martin salaried and hourly employees
- Investment management of Empower Performance Sharing Plan (PSP); Hourly Savings Plan (HSP); and Salaried Savings Plan (SSP)
OUR STRATEGIES UTILIZE INDEX AND EQUITY OPTIONS TO MANAGE PORTFOLIO RISK AND CREATE STATISTICAL BASED RETURNS
Looking to Rollover your 401k into an IRA?
We can guide you through the rollover process and answer any questions you may have!