Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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David Copeland Award Nomination Announcement

  • April 26, 2024

Our very own David Copeland was an InvestmentNews Excellence Awardee for Advisor of the Year in the category of Alternative Investments! We are proud of David’s pursuit of utilizing alternative strategies in client portfolios to support their investment objectives. He goes the extra mile to build custom solutions for clients that are best suited to their individual situations.

Notably, David is a founding member of the CAIS advisory board, which is the largest distributor of alternatives in the RIA community, and has been interviewed by a number of industry leaders on the topic.

To learn more about David’s view on alternative investments, check out the content linked below:

Our View on Alternative Investments

Opportunities in Alternative Credit

Investing In Alternative Equity at SWP

How I Manage My Money – David Copeland

Interview with Steven Sandusky, Host of the Between Now and Success Podcast

Interview with Julie Cooling, CEO of RIA Channel

Photo: David Copeland, Tom Buhrmann, and Michael Garrison at the inaugural InvestmentNews awards in New York City.

Investments
Why Tax Efficiency Matters
When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes. Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows:
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News
Kathy Klein Award Announcement
We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored...
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