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.

David Copeland Award Nomination Announcement

We are excited to share that SWP’s Co-Founder, David Copeland, is an Excellence Awardee for Advisor of the Year in the category of Alternative Investments by InvestmentNews.

For over 40 years, David has gone the extra mile to build custom solutions for clients that are best suited to their individual situations, including a large focus on alternative investment strategies for over 25 years.  To read more about how David uses alternatives to support clients’ investment objectives, check out his article “Our View on Alternative Investments.”

This is an award nomination, and the winner will be announced at a gala in New York on June 20.  For more information, visit https://investmentnewsawards.com/.

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