Copper Square Private Wealth, LLC

Copper Square Private Wealth provides investment management and financial planning to a mix of clients that includes pension and profit‑sharing plan sponsors, corporations, and individual investors, including non‑high‑net‑worth clients. The firm offers continuous portfolio management, financial planning and consulting services, and retirement-plan advice tailored to each client’s stated objectives.

The firm’s investment approach emphasizes passive management within a modern portfolio theory framework and routinely uses third‑party managers (sub‑advisors or TAMPs) when appropriate, assisting clients in selecting and monitoring those outside managers. It also uses a third‑party platform to manage held‑away defined contribution participant accounts with discretion and may incorporate investment‑only variable annuities as a tax‑deferral planning tool.

What is distinctive compared with many peers is the combination of services uncommon for a small investment manager: formal pension consulting to plan sponsors, explicit assistance in selecting other advisers, and the availability of hourly and project‑based planning arrangements in addition to asset‑based management. The firm operates with a very small advisory team and limited assets under management and its principal maintains outside employment, which may affect capacity and service delivery relative to larger firms.