About Us
LJCooper Capital Management, LLC is one of Utah’s leading independent wealth management firms. We specialize in helping clients convert appreciated assets such as land, a small business, or retirement plans (401k, IRA, etc.) into a safer, more-diversified investment portfolio in a way that reduces taxes, avoids costly mistakes, and preserves their wealth.
We’ve been called “The Best Kept Secret In Utah” because we’re a nationally-ranked wealth management firm and receive referrals from across the country, yet you may not have ever heard of us.
What Does The Wealth Management Press Say?
We have received recognition from national publications, including:
- One of the highest ranked firms in Utah by Wealth Manager Magazine’s 2008 & 2009 Surveys
- Ranked #10 in the U.S. by Financial Advisor Magazine’s 2008 Small Firm Report
Our firm is growing quickly due primarily to referrals from satisfied clients and professionals. More than 80% of new clients select LJCooper Capital Management because of a personal introduction, with 44% referred by an existing client and 39% referred by a professional such as an attorney or CPA.
Our client survey provides some insight into the depth of our client relationships. Highlights of this survey include:
- 98% Overall Client Satisfaction Rate
- 97% Would Recommend LJCooper Capital Management To Their Friends
- 94% Satisfied With Investment Performance
Our firm is committed to developing long-term client relationships built on a foundation of ethics, service and trust. We dedicate ourselves to focusing on our clients’ financial goals so they can focus on creating a quality of life that reflects their deepest values.