We access client portfolios on regular basis and we manage overall risk to investment portfolios by actively buying and selling individual stocks, ETFs and other securities. Our active management strategy helps clients align their investment objectives with an appropriate level of risk. Fiduciary ~ To serve the client interests above everything else.
We are held to a higher standard called "Fiduciary", which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for the client's best interests. Other investment professionals and brokers are held to a different standard called "suitability".
We are held to a higher standard called "Fiduciary", which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for the client's best interests. Other investment professionals and brokers are held to a different standard called "suitability".
Services
The investment consultation is the first meeting between our investment advisor and you. This is not a sales meeting and we aren't trying to sell any product or our services. The meeting is no catch and no obligation. And the purpose of our meeting is to gather information and learn more about your financial situation.
We look at valuation multiples, profitability/liquidity and long term solvency ratios. We search for companies that have consistent free cash flow generation, so the company has capital to reinvest in operations for future growth. On occasion, we build discounted cash flow models to analyze a prospective business and see what the 5-10 year outlook is for a company.
If you are a Lockheed Martin Employee hired after 2007, your retirement plan is called a defined contribution plan and its record keeper is Empower Retirement. Empower Retirement is the new record keeper, taking over for Voya at the beginning of 2019. The transition to Empower was smooth and many of the retirement plan features are the same, just a different log in interface on the Empower website.
To serve the client interests above everything else. We are held to a higher standard called "Fiduciary", which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for the clients' best interests. A Fiduciary can be a family member administering a trust, a for-fee investment professional or another professional services individual such as lawyer.
Reviews (5)
Brad
Jan 04, 2022
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Dylan has done an incredible job as my advisor. I’m new and young to investing and I have wanted to open a Roth IRA for a year before finally doing so last May with him. I was nervous about the risks, not knowing which types of stocks and funds to choose from and how to grow my portfolio long term. After seeing many documentaries on retirement, I realized that the vast majority of brokers are not true financial advisors. They are sales professionals. They will recommend funds that enrich themselves from charging what seem to be small fees, but will compound greatly over 30-50 years that can eat
Landon Smith
Dec 03, 2021
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We were new to investing and after doing a lot of research on Orlando based investment companies, we decided to go with Copper Canyon. Dylan & Paul walked us through the world of long term & short them investing and helped us decide which option is best for our personal goals. Their fee based fiduciary approach to investing was appealing to me because I didn't necessarily want to be sold on things I didn't need which is common for large investment advising companies, we just wanted to grow our portfolio with confidence that we were choosing the right stocks, bonds etc. The initial consultation
Adam L.
Feb 11, 2021
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Charlene Copley
Dec 17, 2020
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Cedie Dunn
Dec 16, 2020
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