Asset Management

The most important part of your asset management program is you.

CUSTODIANS

We offer the following custodian options — places where your assets are held in safekeeping in your name.

  • TD Ameritrade Institutional / Schwab Advisor Services
    The world’s two largest custodians are merging to provide cutting-edge advisor technology, a simple yet robust client dashboard, and full investment flexibility for all of our client Brokerage, IRAs, Trusts, and Custodial accounts
  • American Funds
    529 Plans, Traditional & Roth IRAs with access to Institutional share classes, and Capital Group’s highly diversified portfolios. Ideal platform to build customized, objective-focused portfolios for clients focused on saving through consistent, ongoing contributions.
  • Jackson National
    Annuities could help certain clients with wealth preservation, tax mitigation, wealth transfer and legacy planning, income generation, and overall risk management.

(NO) MINIMUMS

The vast majority of independent RIA firms have account minimums of $250k, $1MM or even higher. Not Copia. We believe that institutional-level planning, management and service can and should be provided to investors of all kinds.

CUSTOMIZATION

No two clients are identical, and we feel portfolio construction should reflect that. We are continuously screening each client’s risk tolerance, cash flow, and ultimate long- and short-term objectives in order for tactical portfolio changes and rebalancing.

FIDUCIARY RESPONSIBILITY

  • Core & Explore
    We start with a strategic allocation to broadly diversified domestic & international indices through low-cost ETFs, which typically equal 70-80% of the equity portfolio. These positions are systematically rebalanced over time. We then build a tactical overlay of more exploratory positions — a blend of individual stocks and/or actively-managed ETFs in higher-volatility sectors and areas of the market with higher long-term growth potential (for instance the cannabis sector, blockchain technology, autonomous vehicles, and other innovative/disruptive technology).
  • Legacy Positions
    Whether it’s through previous employers’ stock options, an inheritance, or a long-term investment in a favorite company, we build asset allocation strategies around legacy positions.
  • ESG Investing
    In an effort to align your investment goals with your personal values, we can build custom portfolios with an emphasis on global companies with high Environmental, Social & Governance (ESG) standards.

As the investment adviser for our clients, we take our fiduciary responsibilities seriously. We have hired Foreside Consulting as a third-party firm to assist in all ongoing Compliance initiatives for our firm. The following are just a few of the fiduciary obligations we owe to our clients:

  • Duty of Care – the responsibility to inform ourselves as completely as possible in order to exercise sound judgments that protect the client’s interests;
  • Duty of Loyalty – we seek to avoid conflicts of interest and to make full and fair disclosure of any potential material conflicts that could affect the advisory relationship;
  • Duty to Seek Best Execution – we consider the full range and quality of investments and broker’s services, periodically and systematically evaluating the transactions that represent the best qualitative execution
  • Duty to Act and Provide Advice & Monitoring over the Course of the Relationship – we are required to provide advice & services over the course of our relationship at a frequency that is both in the best interest of the client and consistent with the scope of advisory services agreed upon.

OFFICE
790 SW Industrial Way.
Bend, OR 97702

PHONE
541 647 2545

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FIDUCIARY ADVISOR

Geoff Gruetzmacher

After serving a 17-year career in firefighting, Geoff has transitioned to wealth management.

Geoff retired from the City of Kennewick, WA Fire Department in 2020, started with Copia in 2021 and is now a fully licensed Fiduciary Advisor of Copia.

During his time as a firefighter, Geoff served as a leader of both an engine and an ambulance crew, enjoying the team aspect of the job and working to achieve a common goal.

Ultimately, Geoff simply wants to continue helping people in a meaningful way. Copia Wealth Management gladly welcomed Geoff to the team for his experience in operations and relationship building. Geoff is now a fully licensed IAR of Copia Wealth Management and always looks forward to conversations with clients. He volunteers with Bend North Little League and works with Bend area animal rescue non-profits.

Geoff graduated from Redmond High School, has been married to his wife, Lindsay (Bend High Grad) for 17 years and has three children, Halle (16), Henry (13), and Harper (10). Geoff enjoys exploring the outdoors with his family, baseball, and cooking.

FIDUCIARY ADVISOR
CHIEF COMPLIANCE OFFICER

Louis Bennett

A fifth-generation Oregonian, Louis moved to Bend in 1995.

He graduated from Bend High in 2003, and attended Point Loma Nazarene University in San Diego.

There he played college golf and graduated with a
degree in Business Administration (concentration in Finance. His work career began as a golf professional which spanned nearly a decade, serving as the Head Pro at Broken Top Club and Tetherow Resort here in Bend. Realizing that in order to continue his ascent in the golf industry that he’d likely have to move his family, and desiring to help people on a deeper level, he made a huge career change and joined the Copia team in February of 2016, and became partner a year later. He enjoys statistical analysis, strategic planning, working in a team environment, and coaching/mentoring/leadership roles.

Louis married his wife, Marrisa (a born-and-raised Bendite), in 2011, and they are proud parents of Jordyn (17), Cambria (9) and Silas (7). He still enjoys playing golf as much as he can, exploring the outdoors with his family, and coaching a variety of sports for kids of all ages, including coaching the Varsity & JV Boys Golf team at Bend High.

FIDUCIARY ADVISOR
PRESIDENT

Aaron Boehm

Aaron has built a successful financial services firm with a simple mindset: he puts relationships first.

Aaron is the President and Fiduciary Advisor of Copia Wealth Management in Bend, Oregon.

With over 20 years of experience, he has managed over $500 million in client assets and has helped hundreds of families reach their financial goals. Having started his career working on the 61st floor of the World Trade Center in New York City, Aaron now enjoys his street-level office in the Old Mill District in Bend, Oregon. But it’s the relationships he has cultivated with clients and firm partners that make Copia what it is today.

Besides serving as a fiduciary to his clients, Aaron also loves coaching baseball at various youth levels. He has been a member of the Summit High School Varsity staff for the past seven years and has run a competitive travel team for both of his boys during this same time. Most importantly, 100% of all the athletes Aaron has coached at the Varsity level have graduated from high school and the team has led the State of Oregon for team GPA five out of the past six years. Go Storm!

When he isn’t sitting on a ball bucket in the yard rooting for the boys, Aaron loves spending time with his wife Katie, sons Nolan (15) and Miles (12), and all their friends. Simple barbecues and backyard games are frequent around the Boehm home in the summers. Aaron is also very active and enjoys golf, fishing, white water rafting, and any other adventures his friends are up for.