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Experienced Portfolio Management for Executives
& Corporations

Copper River is an independent Registered Investment Advisory Firm (RIA).

The firm provides custom portfolio construction for executives and families, as well as institutional portfolio management consulting services to Fortune 500 companies.

The partners at Copper River have over 60 years of experience in the financial markets. We have held senior level positions in asset management, credit and risk management as well as institutional fixed income sales and trading.

40 +


Combined experience in capital markets

20 +


Experience advising Fortune 500 companies with portfolio management

0 +

Key Partnerships

With world’s largest Private Equity Firms & Fixed Income Managers

470 +


In firm-managed execution & assets related to RIA and advisory

Executive Investor

An individual investor or family with over a million dollars of investable assets.

Corporate Investor

A Corporation or institutional client with over 50 million that requires detailed fixed income analysis and investment advice related to treasury, agency and corporate bond portfolios. 


Being a fiduciary means we are legally obligated to work for your benefit. By doing so, we place your interest ahead of anyone else’s, including our own. We hold ourselves to the highest standard when evaluating and managing your investments.


Our experience is key to who we are and how we approach portfolio construction and proper risk management. Our extensive history in the financial markets is unique amongst RIA firms and is the main reason our clients decide to work with us.


As an independent firm, we choose to work with only a select set of clients. What this means is that we will work directly with each client, understand their personal goals and know each of their positions. As a firm we are always available for our clients.

Investment News

Stay up to date on individual and institutional financial news from the Copper River Team.