Overview
Ron Copley founded Copley Investment Management (CIM) in 1985. Ron pursued his education and
careers in both academia and the investment advisory business. He has served as a Professor of
Finance at Queens College, Memphis University, UNC Chapel Hill and UNC Wilmington where he
published over 40 academic and professional articles. Currently, CIM manages over $200 million for
individuals and small business retirement plans, provides business valuations for legal matters, and
actively provides international consulting services to foreign governments. He is conversant in
Japanese.
Asset Management: Individual and Families
CIM is able to serve a variety of individuals and families who are seeking financial planning, retirement
planning and investment reviews. Copley Investment Management provides personal attention to
clients, and their financial assets.
Institutional
Qualified retirement plans, such as defined benefit, defined contribution, Keogh and SEPs can provide
significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff
can assist you in evaluating the type of pension plan that will best serve the retirement needs of you
and your employees.
Business Valuation
The value of your business is important and our competent staff has the experience to guide you
through the process. We can provide useful and objective analysis to assist you in the valuation of any
business in which you have an interest.
Expert Witness
Litigation often results in the need for an opinion, from a qualified professional, in support or
in opposition to evidence submitted in court. Whether you are dealing with an Antitrust, Intellectual
Property, Personal Injury, Professional Malpractice or an Economic Damages lawsuit, CIM stands ready
to assist your litigation team.
Wrap Fee Programs
Copley Investment Management, as a matter of policy and practice, does not sponsor any wrap fee
program, defined as any advisory program under which a specified fee or fees not based directly upon
transactions in a client’s account is charged for investment advisory services and other administrative
services.
Client Assets CIM Manages
CIM manages approximately $181,962,453 accounts on a discretionary basis and $18,400,306 on a
non-discretionary basis. This number is calculated annually during the first quarter of each year.
International Consulting
CIM consults in numerous countries funded mostly via the US Agency for International Development.
• Financial Analyst Review in Raleigh, NC, 1987 – 1992
• Union Bank of Switzerland, 1988 – 1992
• Indonesian Financial Analysts Institute, 1990 – 1992
• Bangkok, Thailand, 1994
• Security Analysts Association of Japan, 1992 – 1999
• Manila, Philippines, 1994 – 1999
• Abu Dhabi Investment Authority, 1996 – 2000
• Amman, Jordan (Broker, Investment Banker, Social Security Corporation Training) 1999 – 2006