UNLOCKING OPPORTUNITIES
PRIVATE WEALTH MANAGEMENT & REAL ESTATE INVESTMENTS
YOUR PARTNER
Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals. Our comprehensive investment solutions span various asset classes, allowing us to tailor approaches that align with each individual’s objectives.
We are more than facilitators; we are enablers of vision, committed to revealing avenues of growth that stand as testaments to what can be accomplished.
EXPERTISE
PRIVATE WEALTH
MANAGEMENT
Personalized and comprehensive management of your financial assets, investments, and overall wealth.
Through the incorporation of bespoke investment strategies, financial planning, tax optimization, and risk management, we create a financial roadmap that aligns with your short-term and long-term goals.
REAL ESTATE
INVESTMENTS
Real estate solutions designed to provide individuals with simplified access to the benefits of investment property ownership.
We acquire individual residential properties to add value and produce stable, long-term income. These opportunities can be accessed individually or as a component of a broader wealth management strategy.
MEET TYLER
FOUNDER, CEO
In 2023, Tyler Smith, CFA, founded Copper Ridge Capital after merging his independent real estate and private wealth management practices. He envisioned combining these complementary businesses to offer unique investment opportunities and strategies tailored to his client's goals.
Tyler's journey to entrepreneurship followed his role as a portfolio manager and lead sector analyst for a private wealth management firm with assets exceeding $1.2 billion. There, he partnered with high-net-worth individuals and institutions to develop and implement long-term growth-focused investment strategies.
Prior to his time in wealth management, Tyler served as a sell-side equity analyst, specializing in homebuilder, building products, and retail stocks. In this role, he advised prominent hedge funds and mutual funds on their buy/sell decisions.
Tyler is a Summa Cum Laude graduate of Miami University in Oxford, OH, where he earned a dual degree in Finance and Entrepreneurship. In his spare time, Tyler enjoys cycling, playing guitar, being outdoors, and spending time with his friends and family.
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