As a Registered Investment Advisory firm (RIA), Copper River is also focused on advising corporate treasury departments on best practices in liquidity and investment management. With interest rates at historic lows and SEC reforms in place, corporations are actively seeking unbiased advice and guidance. We are uniquely positioned to provide independent advice on new approaches, as well as alternative investment products in this evolving segment of the market. Both Bob and Jim each have over 20 years of experience in working with large and middle market companies.
Copper River advisory operates in a fiduciary capacity and as an independent firm. This requires us to advise, guide and align our advice to the needs of our clients.