Business Details
41 Years
experience
Your Trusted Partner for Independent Financial Advising
Copley Investment Management (CIM) has served individual and employer-sponsored retirement plans since 1985, delivering independent, commission-free investment guidance rooted in transparency and ethical standards. Our disciplined investment strategy prioritizes the long-term interests of serious investors while offering ancillary services including business valuation, forensic economic analysis, and international financial infrastructure consulting. As a Registered Investment Advisory (RIA) firm, we adhere to a fiduciary standard, ensuring all recommendations align with client interests without conflicts from commissions or hidden fees.With decades of combined experience, our teamincluding founder Ron Copley, PhD, CFA, and CERTIFIED FINANCIAL PLANNER Justin Burgessprovides personalized strategies tailored to unique client needs. We maintain rigorous professional credentials and serve as trusted advisors to clients across retirement planning, legal matters, and global financial development initiatives.
Services
Retirement Plan Management
Business Valuation
Forensic Economic Analysis
International Consulting
Expert Witness Services
Details
- Year established: 1985
Highlights and features
- We operate under a fiduciary standard with no commissions or hidden fees
- Our team holds advanced certifications including CFA and CFP designations
- Decades of experience serving retirement plans since 1985
- Personalized investment strategies tailored to individual client circumstances
- Proven expertise in forensic economic analysis and international consulting
Associations and certifications
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Retirement Plan Management
We provide comprehensive management for employer-sponsored retirement plans including 401k, 403b, and SEP IRA options. Our fiduciary approach emphasizes low-cost investment solutions, participant education, and regulatory compliance. With expertise in plan design and third-party administrator coordination, we help businesses fulfill their obligations while preparing employees for financial security.
Business Valuation
Our certified professionals deliver accurate business valuations for legal, tax, and transactional purposes. Utilizing advanced financial analysis techniques, we assess company worth through multiple methodologies to support mergers, acquisitions, and litigation matters. Clients receive detailed reports meeting professional valuation standards.
Forensic Economic Analysis
We provide expert economic analysis for legal cases involving financial damages, lost profits, and valuation disputes. Our services include expert testimony, damage calculations, and preparation of court-admissible financial reports. This work benefits from our team's deep understanding of both financial markets and legal requirements.
International Consulting
Our consulting services assist foreign governments in developing financial infrastructure and investment frameworks. We share expertise in retirement systems, capital markets, and institutional investing through customized advisory engagements. This work builds on decades of domestic experience adapting to international contexts.
Expert Witness Services
Certified professionals provide expert testimony in financial litigation cases. Our services include preparing expert reports, participating in depositions, and delivering courtroom testimony on valuation matters, economic damages, and investment-related disputes. We maintain active involvement in legal proceedings requiring financial expertise.
People
Ron Copley
Founder & Principal
PhD in Finance, CFA charterholder with 40+ years experience. Former university professor and military veteran. Serves on multiple state financial oversight boards. Specializes in investment strategy and international financial systems.
Justin Burgess
Investment Advisor Representative
CERTIFIED FINANCIAL PLANNER professional with decade of experience. UNC Wilmington graduate specializing in retirement planning and investment advisory services. Active in local community organizations and finance committees.
Kimberly Meehl
Administrative Specialist
Manages client onboarding and operations since 2016. Holds master's degree in counseling and mental health licensure. Coordinates daily firm operations and client reporting processes.
Questions
What distinguishes your firm from other financial advisors?
We operate solely as fee-based fiduciaries with no commissions or product sales incentives. Our independence ensures objective advice focused exclusively on client interests.
Do you work with individual investors or only institutions?
We serve both individual investors and institutional clients including employer-sponsored retirement plans, tailoring our services to each client's specific needs.
What certifications do your advisors hold?
Our team includes Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, representing the highest professional standards in finance.
How do you approach retirement planning?
We develop personalized strategies considering individual circumstances, using evidence-based investment approaches and comprehensive financial education resources.
Can you assist with legal financial matters?
Yes, we provide business valuations, forensic economic analysis, and expert witness testimony for litigation support and legal proceedings.