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

Atlanta, GA 30326-1030

Who we are

The Cope Grady Group is dedicated to helping our clients achieve their unique investment goals. Our passion and our focus are keeping your best interests in mind, and your client experience is our primary concern. We are committed to delivering integrated financial strategies to you while remaining true to our core values of integrity, transparency and mutual respect.
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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

Zachary Cathey
Zachary Cathey
Registered Client Service Associate
Tania Lawrence
Tania Lawrence
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; we make time to respond to questions or concerns. We provide monthly updates by phone and email, and are available to meet in person on a quarterly basis to review the plan.

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