LJCooper Capital Management was recognized in Financial Advisor Magazine's 2009 "Independent Registered Investment Advisor" rankings. This is the second year in a row that LJCooper has been listed by Financial Advisor Magazine as a top advisory firm.
"We enjoy being independent," said LJ Cooper's CEO Craig M. Porter-Rollins. "We feel that we can bring a wide array of investment tools to the table for our clients, including alternative solutions that many investors may not utilize."
The rankings are derived from surveys of firms from all over the county, based on total assets under management. LDCopper Capital Management improved by 47 spots over the previous year's rankings.
ABOUT LJCOOPER CAPITAL MANAGEMENT, LLC:Founded in 2000, LJCooper Capital Management, LLC is an independent wealth management firm registered with the SEC as an investment advisor. LJCooper provides a holistic approach integrating all of the major areas that impact a client’s wealth. We specialize in helping businesses and individual clients convert appreciated assets(land, business assets, 401k, etc.) into a safer, more-diversified investment portfolio in a way that reduces taxes, avoids costly mistakes, and preserves their wealth. LJCooper is the #1 firm in Utah offering the acclaimed Dimensional Fund Advisor’s, (DFA)portfolio of investments. Ranked #10 Small Firm in U.S. by Financial Adviser Magazine 2008. Ranked #2 in Utah, #1 in Utah County on Wealth Manager Magazine’s Top Wealth Manager’s list for 2008 and2009.
Contact: Chris Frary
Phone: 801-221-2939
Friday, July 31, 2009
LJCooper Capital Management was recognized in the 2009 Financial Advisor Magazine
Hawaiian Shave Ice- The Perfect Summer Cool Off
Did you attend July's Friday Forum? Many of you asked for more information about one of the sponsors, Hawaiian Shave Ice. The image above is from the front page of the Daily Herald on July 14. It contains location information for all three of Hawaiian Shave Ice's locations.
“Hawaiian Style Shave Ice caters events large and small—from 20 to 2000 people—and everything from wedding receptions to company parties. We serve authentic Hawaiian “shave ice” with ice cream at the bottom of the shave ice. Visit www.shaveice.com for our locations and call Derek Whetten at 801-358-6362 to schedule your event today. Mahalo!”
Monday, July 27, 2009
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