COPPER HARBOR INVESTMENT ADVISORS, LLC

Overview

Copper Harbor Investment Advisors, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm emphasizes discretionary portfolio management and financial planning, and it adds value by selecting third-party advisers when appropriate. Its fee structure combines a percentage-of-AUM model with hourly charges, reflecting a mix of ongoing relationship management and project-based planning work. Investment activity shows a clear equity preference: the firm directs a meaningful portion of client assets into exchange-traded equities and uses mutual funds alongside externally managed alternative funds. Copper Harbor is not an active ESG investor, and it does not position itself as a multi-state or pension consultant adviser. The combination of discretionary portfolio management and selection-of-other-advisers indicates they operate both as a direct manager and as an allocator to specialist managers where clients’ needs require it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices