Advisor at Cooper Capital, Inc.
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Firm
Cooper Capital, Inc.
Location
Sandpoint, ID 83864
Credentials
Series 66
Industry experience
20 years
Sara Cooper is the sole advisor at Cooper Capital, Inc. in Sandpoint, Idaho, with 20 years of industry experience and a Series 66 designation. She has led Cooper Capital since 2005 and was previously involved with Bend Beer Garden, LLC from 2021 to 2023. Outside of advising, she engages in freelance writing and manages two non-investment-related businesses, Bowden Holdings LLC and Pivo Peaks Alehouse LLC. Cooper Capital provides discretionary investment management and retirement-account advice primarily to individuals and high-net-worth clients, with occasional corporate clients. The firm emphasizes customized portfolio construction, focusing on high-grade fixed income and mortgage-backed securities, and allows clients to impose written investment restrictions.
Based on Cooper Capital, Inc.
1.50% annually
$100/hour
$95/month
119 N First Ave
Sandpoint, ID 83864
Connecticut · Idaho
Bend Beer Garden, LLC
2021 - 2023 (2 years)
Cooper Capital, Inc.
2017 - Present (9 years)
Cooper Capital, Inc.
2005 - 2017 (12 years)
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