Copley Investment Management

• Client ShareFile Login
• Charles Schwab Customer Login

Mission Statement

Copley Investment Management (CIM) primarily serves individual and small business retirement plans with expert investment guidance that is truly independent (no commissions) and transparent (no hidden fees). CIM adheres to a disciplined investment strategy and a commitment to serving the long-term interests of the serious investor. In addition, CIM provides two ancillary services: business valuation and forensic economic analysis for the legal community, and international consulting for foreign governments wanting to develop their financial infrastructure. CIM provides all its services by upholding the highest standards of ethics combined with solid experience and expertise.

Our Goal

CIM’s goal is to provide quality advice at an economical cost. Whether investing for retirement or the next generation, you can rest assured that we are paying attention. Our professional credentials, independence, experience, integrity, and transparent business model qualify us to accomplish this goal.

Personal Attention

We view our clients as unique individuals who require unique investment strategies. Unlike most advisors, we do not believe “one size fits all,” and we do not take commissions. Advice is all we sell. Many of our existing clients have been with us for over a decade and we diligently strive to have the same relationship with our new clients.

CIM wants to be your trusted financial adviser. Call if you would like us to give you a complete, no obligation financial checkup.

 

Take A Look at our New Videos