Kopis Capital Management builds custom portfolios for individuals and families who expect their capital to be managed with the same rigor they earned it. No templates. No noise. A strategy shaped entirely around you.
Most firms sell you a product and call it advice. We do the opposite. Every recommendation begins with an honest assessment of where you actually stand — then a portfolio engineered around your goals, your risk, and your life.
Custom portfolios, not model shelves. Your circumstances are singular. Your strategy should be too. We construct each portfolio deliberately, drawing on institutional analytical discipline rather than off-the-rack allocations.
Three disciplines, integrated into a single strategy built around your life — not sold from a catalog.
Most portfolios quietly ignore them. Take our brief retirement risk assessment — or reserve a seat at our upcoming private workshop.
Begin the Assessment