The Educated Path to Investing

At LJCooper we believe the key to a successful investing experience is education. As anĀ investment advisor our number one priority is you! Consequently, in order to better serve your needs and help meet your expectations, we spend a great deal of time helping you understand, the often times complicated world of investments, taxes, and retirement planning. We want you to understand markets, investment strategies, and best practices. After all, the more you understand, the more educated decisions you can make!

Our Philosophy

Our investment philosophy is founded on Four Key Concepts:

  1. Utilize Global Diversification
  2. Time in the Market
  3. Tax Efficient Investing
  4. Low-Cost High-Grade Funds