Copley Investment Management
Investing
Why pick this one
Copley Investment Management provides fee-based fiduciary investment advice and retirement-plan support, with Ron Copley, PhD, CFA, leading a firm founded in 1985.
Best for
- Individuals seeking retirement investment guidance
- Employers reviewing or designing 401k and 403b plans
- Retirement plan sponsors seeking employee investment education
- Legal teams needing business valuation or economic damages analysis
- Attorneys seeking an expert witness with experience in over 40 cases
Look elsewhere if
- Clients specifically seeking commission-based investment transactions rather than fee-based advisory services
Specialties
- Individual investment guidance
- Employer-sponsored 401k, 403b, Cash Balance, SEP IRA, and SIMPLE IRA plans
- Business valuation
- Forensic economic analysis
- Expert witness services
- Litigation support
- International financial infrastructure consulting
Certifications
- Chartered Financial Analyst (CFA) Charterholder
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 66
- FINRA Series 7
What makes them different
- Fee-based advisory model that does not accept commissions or kickbacks
- Registered Investment Advisory firm adhering to a fiduciary standard
- Founded by Ron Copley in 1985
- Ron Copley holds a PhD in Finance and Real Estate and is a CFA Charterholder
- Professionals have served as expert witnesses in over 40 cases
- Years in business
- 41
Distilled from this business's own website.
Contact & Location
- Address
- 5025 Wrightsville Ave, Wilmington, NC 28403-7046
- Phone
- +19104527147
- Website
- http://www.copleyinvestmentmanagement.com/
Services
- Investment advisory
- Retirement planning
- Employer retirement plan consulting
- Business valuation
- Economic analysis for legal matters
- Expert witness services
- Litigation support
- International consulting