The Cope Grady Group of Truist Investment Services, Inc. The Cope Grady Group of Truist Investment Services, Inc.

The Cope Grady Group of Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

copegradygroup@truist.com

Phone 404-264-6819

Fax 404-264-6801

Get directions

See all locations

Who we are

The Cope Grady Group is dedicated to helping our clients achieve their unique investment goals. Financial advisors John Cope and Martin Grady, along with registered client service associates, Zack Cathey and Tania Lawrence have a combined 40 years of experience in the financial services industry. 

We are a full-service team committed to delivering integrated financial strategies to our individual, family, corporate and non-profit clients while remaining true to our core values of integrity, transparency, and mutual respect. We also service a growing number of company 401K plans for our business owner clients.

Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Johnathon Cope
Johnathon Cope, CFP®, AIF®, CRPS®
Financial Advisor
Managing Director
 See more
Martin Grady
Martin Grady
Financial Advisor
Director
 See more
Zachary Cathey
Zachary Cathey
Registered Client Service Associate
Tania Lawrence
Tania Lawrence
Registered Client Service Associate
Our portfolio construction process starts by tracking over 10,000 products, including separate account managers, mutual funds, ETFs, closed-end funds, and individual securities, which we then use a comprehensive process to filter into the top tiers across asset classes. Our portfolios are reviewed daily for absolute deviation from the model, while contributions to and from the account are realized as additional opportunities to rebalance the portfolio without undue transactions for the client.

The investment selection process takes several different factors into account, including quantitative screens and analysis that uses tools like Morningstar Direct to examine such performance information as risk-adjusted returns, risk characteristics, rolling performance, and manager tenure. Our qualitative analysis looks at other factors, such as continuity of investment philosophy, organizational structure and stability, regulatory or compliance issues, performance attribution, and fees and expenses.

We subject the selected funds to ongoing monitoring that includes:
• Regular conference calls with management teams
• Consistent attendance at analyst forums
• Ongoing monitoring of organizational changes
• Increased scrutiny in event of major organizational or investment process change, change in performance or risk
• Regular client conversations
We also consider the human element to fund management: the fund management team’s experience with the strategy, the team’s tenure and verifiable track record, and the team’s dynamics—how they generate the ideas that affect the portfolio. The partners of our investment committee sit down at least once a quarter to review all current investments and propose any changes to the current portfolio.

We cannot effectively manage relationships without providing regular communication to our clients. Our team is always available to respond to questions or concerns. We provide regular updates by phone and email, and are available to meet in person on a quarterly basis to review the plan.

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.