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Experienced Portfolio Management for Individuals and Corporations

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

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

 The partners at Copper River have over 40 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. 

What Sets CRA Apart


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 for our clients. Our extensive backgrounds and history in working in the financial markets is unique amongst RIA firms, and is the main reason our clients decide to work with us.

Service & Communication

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.

Portfolio Construction & Investment Advice

Our focus is portfolio construction and providing investment advice to both institutional clients and high net worth investors. With a singular focus, we eliminate outside noise and concentrate on managing our clients’ assets by utilizing the most suitable investment products. Our typical client is:

Individual Investor

An Individual Investor or Family with over a million dollars of investable assets. Our clients generally have the following needs:

-To work with an experienced advisor to evaluate and select holdings across all asset classes including equity, fixed income, commodities, and alternatives (physical assets, private placements and angel investing).

-To work with an advisor who is a fiduciary and required legally and ethically to act in clients’ best interest.

-To consolidate their investment accounts into a single comprehensive investment plan and continue to re-evaluate that plan based on market conditions and changes that occur in their own life.


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. We have worked with Fortune 500 corporations over the past fifteen years and have extensive knowledge of the investments that are most suitable for corporate treasurers and pension funds. With the constantly changing regulatory and interest rate environment we have become a trusted, non-biased resource in the institutional space.

Investment News

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