Built on a single conviction.
Kopis Capital Management was founded on the belief that trustworthy financial guidance should begin with the truth — an honest assessment of where a client actually stands, delivered plainly, even when it isn't what they hoped to hear.
The firm was founded by Justin McDonald, who brings twenty-five years of experience across investment management, commodities trading, and portfolio strategy. That background shapes how the firm works today: with the analytical discipline of an institutional investor, applied to the singular circumstances of individuals, families, and business owners.
Custom portfolios, not model shelves. Kopis Capital does not sell packaged products dressed up as advice. Every portfolio is constructed deliberately, around a client's goals, risk tolerance, and stage of life — never assembled from off-the-rack allocations.
Based in the Dallas area and serving clients across Texas, the firm is built for relationships that last — the kind measured in decades and generations, not quarters.