General Disclaimer

Copper Harbor Investment Advisors, LLC

  • Legal Status: SEC-Registered Investment Advisor and a Wisconsin limited liability company.

Third-Party Information

  • Graphs, commentary, market data, and research reports are from third-party sources unaffiliated with Copper Harbor.

  • Provided for informational purposes only.

  • Copper Harbor does not guarantee the accuracy, completeness, or timeliness of this information.

Investment Guidance

  • Data, charts, and other information are for research purposes, helping investors evaluate various securities.

  • Decisions, including comparisons of securities, are at the sole discretion of the user.

  • Copper Harbor does not endorse any specific investment strategy, analyst opinion, or approach to evaluating securities.

Performance & Risk

  • No guarantees are made regarding investment performance or strategy success.

  • All investments involve risk; recommendations may not always result in profit.

  • Investment decisions should align with individual goals, time horizon, and risk tolerance.

Past Performance

  • Past performance is no guarantee of future results.

  • Data shown is obtained from reliable sources but cannot be guaranteed accurate.

Privacy Policy

Commitment to Privacy
Copper Harbor Investment Advisors, LLC prioritizes the confidentiality and security of the personal information it collects.

1. Why We Collect and Use Information

  • To evaluate service requests, provide investment advice, and process transactions.

  • To offer services tailored to meet your investment needs.

2. Information We Collect

We may collect the following personal information:

  • Name and address

  • Social Security or taxpayer identification number

  • Assets and liabilities

  • Age and occupation

  • Income and account balances

  • Investment objectives, risk tolerance, and activity

  • Accounts at other institutions

  • Other financial and personal details

3. How We Protect Information

  • Confidentiality: Personal information is never sold by Copper Harbor Investment Advisors, LLC and is treated confidentially.

  • Controlled Access: Employees may only access information to complete transactions or provide requested services.

  • Authorized Sharing: At your request, information may be disclosed to attorneys, accountants, or other professionals.

  • Secure Environment: Safeguards include:

    • 24-hour surveillance as part of lease agreements for Copper Harbor Investment Advisors, LLC locations

    • Specialized technology and backup systems

    • Locked file drawers and privacy doors

    • Secure meeting rooms

4. Access and Correction

  • Upon written request, we will provide access to your information for review.

  • Exceptions include information collected for legal proceedings or claims.

  • To update inaccurate information, please contact us directly.

5. Contact Information

For additional details about our privacy policy:

  • Mail: 250 N. Metro Drive, Suite A, Appleton, WI 54913

  • Phone: 920-441-0303