I’ve been in ongoing “negotiations” with my 10-year-old daughter about whether she can have an Apple Watch, iPad, or iPhone. There is no quit in this child. When my wife and I say no to the watch, she pivots to the iPad. When we say no to the iPad, she asks for the phone. Around and around, we go.
Recently, after yet another Apple Watch request, I decided to have a little fun. I said, “We’re not buying you a watch, but how about some Apple stock instead?” Her reaction was about what you’d expect: arms crossed, eyes rolled. She asked, “What even is stock anyway?”
I explained that owning stock means owning a piece of the actual company. She told me that made no sense, reminded me it wouldn’t help her text her friends, and stomped off to her room.
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.
InvestmentNews Award’s methodology includes a nomination, research, and judging process. The time frame this award covers is January 2024 – December 2024. InvestmentNews Awards did not receive a fee in exchange for nomination or rankings. Click here for a more in depth look at InvestmentNews Awards.
