Our Approach to Investment Portfolio Management: Putting Your Interests First


Once you begin working with Copia, we will create a portfolio individually customized to meet your specific preferences and needs. We consider your financial objectives, attitude toward risk, tax situation, and time horizons.


We believe our investment approach – analyzing and selecting individual stocks, one by one, for client portfolios – has withstood the test of time. We emphasize risk-controlled investing in what we believe are high-quality, long-term strategies that earn good returns at the right price.


Ultimately, our goal is to help you preserve and build wealth over the long run. To learn more about our investment portfolio management services, please send us a message or call (619) 640-2622.

Opinions expressed herein are solely those of Copia Wealth Management Advisors Inc. and our editorial staff. Material presented is

believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail

with your individual financial professional prior to implementation. 

Investment advice offered through Copia Wealth Management Advisors, Inc.

Copia Wealth Management Advisors, Inc. is a registered investment adviser.