Founded in 2013, Copia Capital Management is a specialist investment manager that partners with financial advisers to provide their clients with sophisticated and cost-effective investment solutions. The company's core mission is to simplify the investment process for advisers through its evidence-based and risk-managed portfolio range, which includes Copia Select, Copia Custom, and Copia Retirement Income solutions. Copia operates on a B2B model, focusing on empowering advisers with the tools and portfolios needed to meet diverse client objectives, rather than serving retail investors directly.

Founded in

United States