Cooper Capital Group

Cooper Capital Group is a financial services and wealth management startup located in Southern California. Established in 2019, the company's slogan "WE TAKE A PASSIONATE AND PROACTIVE APPROACH TO INVESTING, AND TO YOUR SUCCESS" reflects its dedication to assisting executives in achieving their retirement and investment objectives. The organization's mission emphasizes creating a positive and enduring impact for both clients and the wider community through guidance and philanthropy. Cooper Capital Group distinguishes itself through a multi-generational team known for its diverse skill sets and a shared passion for delivering maximum value to clients and the community. The company's approach involves a proactive, tactical asset allocation process, meticulously analyzing the current economy to identify promising opportunities in stocks, bonds, ETFs, and Mutual Funds within leading industry sectors. While specific details about its headquarters and recent investments are not available, the company's focus on catering to the financial needs of Southern California's top executives showcases its targeted strategies and local market expertise.