wiseradvisor

Randy Thompson M.B.A.
Copper Mountain Capital

Tel: 832-756-2142
2010 North Loop West, Suite 110
Houston, TX 77018
Copper Mountain Capital | Financial Advisor in Houston ,TX

About Copper Mountain Capital

My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment, estate, retirement and business owner planning while using tax reduction strategies necessary for wealth management. I am a student of the financial markets and use my experience plus state of the art evaluation tools to help solve my client's financial problems and help them toward a brighter financial future.

Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado.

Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities


General Information

Firm Start Year:   2004
No.of Employees:   2-4
Insurance License#:   1212854
States Licensed in:   TX,CO, AK, VA, FL, IA, OH
Work Experience:   I have over 20 years experience as a financial adviser.
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs


Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Commodities, Annuities, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At my office, At your home, Video Conference, Via Email, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Annuity, Life, Annuity, Disability, Variable Life


Firm Information

Advisor's Number of Clients:   70
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   35


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $250,000


Education

MBA - Business  Wharton School University of Pennsylvania - Philadelphia, PA
1981-1983

BA- Magna Cum Laude - Economics  University of Colorado - Boulder Colorado
1976-1980



Faqs

  • Why should I choose you as my financial advisor? I have an BA in Economics and an MBA in Finance from the Wharton School of Business.
  • What are your qualifications? What is your education background? Understand your short term and long term goals and your risk tolerance. Model your financial life to see if you can hit them. Make recommendations to better help you meet your goals.
  • How do you charge for your services? Rigorous financial analysis and advice wrapped in a client friendly atmosphere.
  • How are you compensated? How will I pay for your services? 70 ish
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? I have a partner (who also happens to be my daughter). Her name is Caitlin Reynolds. She is a CPA with a Masters in Finance.
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Randy Thompson M.B.A.

Randy Thompson M.B.A.

Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. His senior thesis was published in the American Economic Review. Since 2009, he has done extensive economic development work in Haiti, starting a micro finance program, a coffee co-op and a hens business. He is active in John Wesley United Methodist Church, Northwest Assistance Ministries, and Rotary International. Randy also serves as a trustee for the Retina Research Foundation, advises the $75 million Permanent Endowment Fund of Moody United Methodist Church and is past President of the Board of Pure Water for the World, an organization dedicated to bringing clean water to the worlds needy. In 2015, Randy was a finalist for the Global Community Impact award from the Invest in Others Charitable Foundation.
He and his wife Amy reside in Spring, Texas. They have two adult children

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My Services

Financial Advice & Consulting

We help you understand and navigate your financial circumstances and make recommendations that better help you meet your goals.


Financial Planning for Individuals

We work together to establish goals, understand risk preferences and design unique portfolios that serve your needs. We use rigorous financial models to help identify and manage investment risks and capture potential rewards.


Financial Planning for Businesses

Succession planning and risk management are two additional layers of complexity that privately owned businesses face. We help you develop and execute plans for successful succession and tax management.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM

Communities Served

Bellaire Conroe
Cypress Hockley
Houston Humble
Katy Kingwood
Magnolia Pinehurst
Porter Spring
Stafford Sugar Land
Tomball Galveston

Compensation Arrangements

Check Bank Transfer
Visa

Awards & Recognitions

Global Community Impact
(September 2014)

Finalist