We have established key strategic partnerships with financial industry leaders to provide clients with a broad spectrum of wealth management tools to enhance every aspect of their financial lives and at every stage.
Our affiliated full service CPA firm, Davis & Hodgdon Associates, enables us to tightly integrate individual and business owner’s wealth management with comprehensive tax advice so that all recommendations can factor in the tax consequences. For more than 25 years, Davis & Hodgdon has been a premier Vermont CPA, guiding individuals and entrepreneurs using a proactive, consultative approach.
The BAM Alliance is an active community of more than 140 independent wealth management firms dedicated to delivering on the promise of true wealth management. This national alliance elevates our ability to deliver the ideas, insights, and intelligence that help clients make the best decisions about their financial lives. BAM is considered an industry thought leader and also provides back office services that assist with overall investment and portfolio management.
We have carefully selected the following institutional custodians to hold our Client’s assets in accounts in their name. These custodians provide Copper Leaf with a comprehensive custody and clearing platform for client accounts at discounted rates.
Charles Schwab & Co., Inc was founded in 1973 and is now one of the world’s largest brokerage firms. Schwab offers institutional-caliber products, services and tools to our clients, as well as, providing custody, trading and back office support.
Fidelity investments has demonstrated a commitment to innovation and a dedication to creating the best client experience. Founded in 1946, Fidelity Investments serves 26 million individual investors.
Copper Leaf Financial uses four primary investment managers for our client’s investment portfolios. These firms align with our evidence based philosophy by applying academic research and decades of data to rigorous methodology and practice. The strategies they manage provide us with the investment building blocks needed to construct low-cost, globally diversified portfolios designed to reduce overall risk and improve long-term, risk-adjusted returns.
Dimensional funds are built to capture market returns through broadly diversified, passive, low cost investing. Dimensional Fund Advisors LP is a mutual fund company grounded in academic research on the efficiency of capital markets. Dimensional employs a structured strategy designed to compensate investors by capturing all dimensions the market offers in a low-cost, tax-efficient fashion.
Bridgeway provides competitively priced, expertly designed investment options while putting investors’ interests first. Their investment process is statistically driven and grounded in academic theory built around logic, data and evidence. In addition, Bridgeway donates 50% of its investment advisory fee profits to non-profit organizations.
AQR funds provide alternative investment strategies as a complement to traditional asset classes. They broader diversification than stocks and bonds therefore reducing risk. Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.
BAM provides the management of individual fixed income securities, which act as a safety net and buffer from market volatility - protecting wealth that is already accumulated. Along with BAM we can customize a distinct collection of fixed income offerings at a low cost
to meet your individual needs.