Copley Investment Management

As an advisor with Copley Investment Management, I help individuals and corporations with their investment and retirement planning needs.  This includes discussing your specific risk tolerance (conservative, moderate, aggressive) and income objectives (growth, income, preservation).    

CIM was founded in 1985 by Ron Copley, PhD, CFA.  Most of our clients have been with us for decades and we strive to build the same relationships with others.  As a representative of an independent RIA (Registered Investment Advisor) firm, I am held to a fiduciary standard.  This simply means I do not sell investment products to gain from their commissions.  Our flat-fee business model is designed not to sell, but to service our clients based on their needs, not our own.

CIM primarily serves individuals, families, and employer sponsored retirement plans with expert investment guidance that is truly independent (no commissions) and transparent (no hidden fees). We adhere to a disciplined investment strategy and a commitment to serving the long-term interests of the serious investor. 

For more information, please visit www.copleyinvestmentmanagement.com

Investment Advisor Representative

Relationship Banker with First Bank

At First Bank, I worked as a credit analyst, customer service representative, and teller.  This included financial statement analysis, loan underwriting and documentation preparation, new accounts and transactions, and help with online account access.  

First Bank taught me the importance of great customer service by listening to customers needs.

Relationship Banker

Investment Advisor Representative | Retirement Plan Advisor

I provide investment management and retirement planning services that are tailored to my client's specific needs. 

At Copley Investment Management, we strive to be our client's trusted advisor. As a registered investment advisory firm (RIA), CIM is held to a fiduciary standard.  This simply means we do not sell investment products nor receive commissions for our own gain.  We provide unbiased investment advise that is designed according to each client's risk tolerance and long-term objectives.  We do not believe in a one-size-fits-all approach to investing.

CIM advises with the highest level of trust, integrity, transparency, and respect while collaborating with other professionals (CPA's, insurance agents, estate attorneys, etc.) as needed.

To set up an appointment to discuss your investment and retirement planning needs, contact me at (910) 612-4060 or by email at jburgesscim@gmail.com

For more information about RIA firms in general, check out www.FindYourIndependentAdvisor.com

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