COPPER HARBOR INVESTMENT ADVISORS

Copper Harbor Investment Advisors is an independent, employee-owned, registered investment advisory firm with a singular focus on the success of our clients. As an investment fiduciary, we put our clients' interests above all others. Recognizing that each client we work with has unique needs and objectives, we offer a diverse range of financial advisory services to develop a customized solution for each family and company we work with... Copper Harbor was founded in 2014 based on the belief that individual investors and local companies can benefit from the same precepts and strategies that large, sophisticated institutions employ in the management of their capital. We cater to these high net worth individuals and businesses who demand diversification of assets, cost and risk controls through a customized plan that best fits their needs and goals... Copper Harbor Investment Advisors has five partners - Founder Steve Hooyman, Amy Sitter, Jesse Nelson, Ramon Mateos and Robert Moore. All..

Also known as: Copper Harbor, Copper Harbor Investment Advisors, LLC

Primary location: Appleton United States