David Copeland Guest on CAIS Live Podcast

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.

May 28, 2025

We’re proud to share that David Copeland, Principal and Co-Founder of Strategic Wealth Partners, was featured on CAIS Conversations: Building With Alts.

In this episode, David shares the story of how alternatives became a cornerstone of his client-first approach, offering solutions that seek to reduce portfolio volatility and enhance performance.

Link to podcast: https://www.caisgroup.com/podcast

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