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Copper River Advisory is pleased to have a partner relationship with the world’s largest global investment firms. Having a close working relationship with these firms gives us key insights into nearly every part of the global financial markets, as well as access to an extensive product set that meets the firm’s strict criteria.

BlackRock is the world’s largest asset manager, with $7.4 trillion in assets under management. BlackRock operates globally with 70 offices in 30 countries. BlackRock is the manager of iShares ETFs, which are designed to offer flexible access to a wide array of investments that provide concentrated investing by individual sectors, industries, regions, and countries in a tax-efficient, low-cost and liquid holding.

Blackstone is worlds largest private equity investment firm. As the largest alternative investment firm in the worlds Blackstone specializes in private equity credit and private credit strategies. Copper River, as an independent advisory firm, is pleased to work with Blackstone in providing our clients the opportunity to invest in private equity and private credit funds that have historically only been offered to large institutional investors such as pension funds and endowments.

Charles Schwab provides a modern, full-service brokerage platform that serves millions of individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. With $ 7.38 Trillion in assets and 34 million brokerage accounts Charles Schwab is one of the largest financial firms in the U.S. Charles Schwab is the custodian for Copper River Advisors.

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. Founded in 1997 with $420 Billion in assets and 3000 employees, Ares is one of the world’s largest PE firms.

Agincourt Capital Management, located in Richmond, Virginia, manages over $8 billion in fixed income portfolios for a wide range of institutional clients. Copper River advisors works closely with the portfolio team at Agincourt on various fixed income strategies, utilizing their decades of experience in the Institutional fixed income market.