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1830 S. Alma School Road, Suite 104
Mesa (Phoenix), AZ 85210
Office: 480-248-6953

Copper Canyon Wealth Management

Your Vision. Our Guidance.

 

Investment Management

As an investor, your portfolio is more than just a collection of different investments—it’s a resource you depend on to help fund the goals you have in life. Whether you’re building, preserving or transferring wealth, our investment portfolios can be as individualized as you need them to be. Our investment strategies help simplify the complex process of investment management and deliver a personalized portfolio structure to address your changing needs over time. Together, we’ll pursue your unique financial goals and align your investment strategy with your vision for the future.

Optimum Market Portfolios

 Pursue Your Goals With Experience, Balance and Simplicity 

  • Optimum Market Portfolios combine a diverse series of mutual funds with a sophisticated asset allocation strategy that includes automatic portfolio rebalancing. These portfolios are designed to help meet your financial goals while staying within a risk profile that you have personally defined with your Wealth Advisor.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing in mutual funds involves risk including loss of principal.

Curian Select and Custom Portfolios

Setting Proper Investment Expectations  

  • Curian Select and Custom Portfolios are designed to address your personal preferences. These portfolios share many of the same features and benefits such as an advanced investment process, active portfolio management, and the convenience of one consolidated account. However, there are important distinctions to consider, and your Advisor can help you determine which type of portfolio is best suited to your individual needs.  Select Portfolios are designed to be intuitive and easy to use. Yet, they are powered by an advanced asset management process that incorporates institutional quality money management and intelligently combines multiple investment strategies into one portfolio.  Custom Portfolios  feature a number of customization options that allow you to tailor your portfolio to your individual financial needs and preferences. With a Custom Portfolio, you have the ability to exclude individual securities, incorporate social and religious screens, and access extensive tax management features to align your investments with (1) your personal values and (2) your need for personalized tax strategies.
There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing in mutual funds and exchange traded funds involves risk including loss of principal. 

Model Wealth Portfolios

Drive Your Financial Priorities Forward Through Theme-Based Investing  

  • Model Wealth Portfolios are built to specifically address your changing investment needs as your lifestyle and future goals evolve. Multiple investment strategists have designed portfolios to allow you to focus your wealth on what is most important to you, such as protecting your wealth in a down market, minimizing taxes, trying to capture excess returns, or generating retirement income. The portfolios are thoughtfully constructed and seek to benefit from the combination of professionally designed asset allocation strategies and rigorous investment selection.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing in mutual funds and exchange traded funds involves risk including loss of principal. 

Personal Wealth Portfolios

Simplify Your Life—Meeting Sophisticated Needs in a Single Account

  • The Personal Wealth Portfolios offer a powerful combination of separate account managers, mutual funds and exchange-traded products, allowing you to diversify and customize your portfolio to address your financial objectives. Your Wealth Advisor will construct a portfolio based on the disciplines of asset allocation and diversification. This highly customizable program combines innovative investment strategies, portfolio customization and ongoing management features along with professional investment managers in one account. 

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing in stocks, bonds, mutual funds and exchange traded funds involves risk including loss of principal. 

Manager Select

Live Your Dream By Implementing Sophisticated Investment Strategies    

  • Manager Select provides access to over 175 leading money managers and more than 475 investment styles. Many of these managers are not available to the individual investor unless high account minimums are met. The separate account model, employed by large institutions and pension plans, extends the advantages of flexibility, tax efficiency and control to your personal investment situation. In addition, your portfolio will benefit from the knowledge and experience of your Wealth Advisor who works closely with you to construct a portfolio of managers focused on achieving your long-term goals.   

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing in stocks and/or bonds involves risk including loss of principal.