Services

Copper Harbor Investment Advisors serves a select number of individuals and families, as well as foundations and endowments, to help preserve, protect, and grow assets while building legacies across generations. We go beyond traditional financial services to help clients manage the full impact of unique wealth—addressing its financial, social and personal dimensions. We understand the complexities associated with integrating business ownership, real estate, estate plans, and trusts within your financial plan.

The full range of our services include:

  • Portfolio Management for Individuals

  • Financial Planning

  • Securities Portfolio Management

  • Selection of other Advisors such as estate attorneys, or accountants

  • Risk Management

 

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