Cooper/haims Advisors, LLC
Cooper/Haims Advisors, LLC is an SEC-registered investment adviser headquartered in Victor, New York. Founded in 1981, the firm provides fee-based financial planning, investment management, and wealth advisory services to individuals, high net worth clients, charitable organizations, and select corporations. The firm is noted for its holistic and personalized approach, integrating tax planning and preparation expertise. Since October 2019, Cooper/Haims Advisors has been a subsidiary of ESL Investment Services, LLC. The team consists of approximately 14-18 employees.
Investment Strategy
Cooper/Haims Advisors employs a holistic, fee-based approach to wealth management, tailoring investment portfolios to each client’s unique goals and financial situation. The firm operates as a fiduciary, emphasizing independent and objective advice without proprietary products or hidden agendas. Its strategy integrates broad-based financial planning—including tax planning and tax preparation—with investment management, focusing on client education and service. The firm primarily serves individuals and high net worth clients, providing discretionary management using diversified strategies aligned with long-term objectives.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHE | SCHWAB STRATEGIC TR | 18.82% | $38.2M | 1,267,630 | $26.84 | $30.14 | +$4.0M |
V VGK | VANGUARD INTL EQUITY INDEX F | 10.63% | $21.6M | 278,540 | $57.24 | $77.50 | +$2.1M |
I IVV | ISHARES TR | 8.43% | $17.1M | 27,568 | $386.11 | $620.90 | +$3.8M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 6.99% | $14.2M | 301,687 | $46.72 | $47.06 | +$2.2M |
R REET | ISHARES TR | 6.30% | $12.8M | 517,646 | $25.47 | $24.70 | +$675.5K |