Cooper Point Advisors LLC

Cooper Point Advisors LLC is an independent Registered Investment Adviser that provides portfolio management and related advisory services to individuals, high-net-worth clients, and corporate pension and profit‑sharing plans. The firm manages approximately $27.2 million across a modest number of client accounts and delivers periodic performance reporting and account monitoring consistent with typical advisory practices.

The firm’s investment approach emphasizes long‑term, strategic asset allocation using exchange‑traded funds as well as portfolios of stocks, bonds, and mutual funds to build globally diversified portfolios tailored to client objectives. Accounts are managed on a primarily non‑discretionary basis, with the adviser providing recommendations and contacting clients for approval of trading and changes, and review frequency and reporting (including time‑weighted returns versus benchmarks) set by client preference.

Distinctive features include an explicit policy of avoiding custody of client assets and offering advisory services without proprietary products or broker‑dealer affiliations, instead relying on a third‑party custodian for trade execution and account statements. The firm’s predominantly non‑discretionary model, formal allowance for client‑imposed restrictions (for example, socially responsible investment screens), and the option for the firm to vote proxies only with client authorization distinguish its practice from many peers.