A complete list of active advisors currently associated with Copeland Capital Management, LLC

Warmer can help you find a great advisor at Copeland Capital Management, LLC or one who fits your needs even better.

Copeland Capital Management is an SEC‑registered investment adviser that manages discretionary portfolios for a broad client base including individuals (including high‑net‑worth clients), pension plans, trusts, charitable organizations, corporations, pooled investment vehicles, state and municipal government entities, and investment companies. Services include separately managed accounts across domestic and international dividend‑growth equity strategies, fixed income/balanced strategies, wrap and sub‑advisory arrangements, model portfolio delivery to third‑party platforms, and acting as investment adviser to the Copeland Trust mutual funds. The firm employs a conservative, disciplined dividend‑growth investment philosophy implemented through fundamental, quantitative, macro and technical analysis across market‑cap focused strategies (large, mid, smid, small, micro and all‑cap) and international sleeves; holdings are generally intended for the long term though Copeland may use stop‑loss features and temporary defensive cash positions when indicated. Copeland manages over $4.0 billion on a discretionary basis and, separately, provides model portfolios and non‑discretionary model advice for approximately $3.7 billion in assets under advisement, reflecting a significant model‑delivery business alongside its discretionary management. Compared with many peers, Copeland combines traditional separate account management with serving as adviser to registered investment companies (three Copeland Trust funds), providing portfolio management for pooled vehicles and other investment companies, and accepting negotiated performance‑based fees for certain institutional clients. The firm also participates in multiple platform and model programs and discloses that it may pay platform or sponsor affiliates from its own resources for distribution, marketing and operational support tied to assets using Copeland models, a practice that the brochure notes can create conflicts of interest that the firm manages through policies and disclosures.

To learn more about the advisors currently working at Copeland Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Copeland Capital Management, LLC's office locations.