About the firm
STORY
Ryan Cooper founded Verticus Advisors Inc. in 2024 because he saw an opportunity to apply his professional knowledge and experience to offer clients a more complete, transparent and personalized suite of financial planning, investment management and tax services.
With a 15+ year background in the public accounting industry, primarily focused on income tax matters for individuals and households, businesses, retirement plans, trusts, estates, and non-profits, Ryan has held his Certified Public Accountant (CPA) license since 2012. He also obtained the Personal Finance Specialist (PFS) certification and began offering investment advisory services as of 2021.
Working in a smaller firm setting gave Ryan the opportunity to collaborate closely with clients of all sizes. Over the years he found his passion to be serving people and helping them use data to confidently make better financial decisions. He has also personally invested in stocks and real estate for nearly two decades; bringing to the table his personal experience and perspective on markets, trading, volatility, economic and business trends, investing theories and strategies, etc.
Ryan has lived with his wife and daughter in Sandy, Utah for over 7 years. When he's not busy he enjoys hiking, snowboarding, gardening and spending time at the family cabin in eastern Idaho.
FIDUCIARY STANDARD
Registered Investment Advisors (RIAs) have a fiduciary duty to prioritize clients' interests above their own. This means we have the following responsibilities on your behalf:
- Duty of Care
- Duty to Provide Advice that is in the Client’s Best Interest
- Duty to Seek Best Execution
- Duty to Act and to Provide Advice and Monitoring over the Course of the Relationship
- Duty of Loyalty
INDEPENDENT ADVISOR
Verticus Advisors Inc. is an independent advisor. This means the firm is not affiliated with a specific broker, investment fund or bank. This provides a unique ability to offer you a wider variety of investment options and more flexibility with customized services, with the goal of superior investment results.
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