A Family Business
With over 45 years of combined experience, the foundation we base this business on remains the same: Be good, honest and loyal and do our best to help each client reach their personal financial goals.
Cópia Investments is a father and daughter owned financial services business. Mark and Madeline are both financial advisors currently operating the business that has had 42 consecutive years in LaGrange, GA. After Mattie decided she wanted to prolong the business her father had grown, they had a new vision for the future of the well-established business. In 2023, they purchased an office on the square in LaGrange with a desire to have a presence in town and be more involved within their dear city. With a new office, new office administrator, and Mattie having completed her licensing, they felt it was also time for a new name. Having operated as Southeast Asset Management for the previous 15 years, they chose the new (and shorter) name of Cópia Investments (Cópia from the word Cornucopia and meaning abundance in Latin). Their business mission is to help bring abundance to their clients' futures beginning with a clear financial perspective, and they consider it their calling in life to do so.
As an independent financial services firm, they clear through a broker dealer, Dempsey Lord Smith, LLC out of Rome, GA. Being independent advisors, they are able to access and recommend a wide variety of products and services to satisfy their clients' specific goals and objectives .
Comprehensive Approach
We intend on designing a plan to meet our clients' risk tolerance while diversifying their portfolio to stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your personal objectives.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. We only want what's in the best interest of each client. It's important to us that our clients feel comfortable in our friendly/non-corporate environment.
We're proud to say we truly are only a phone call away.