Copeland Capital Management’s disciplined investment approach has produced attractive risk-adjusted returns across many investment cycles resulting in us being entrusted to manage money for many institutions as well as individuals.

The talent of our investment professionals has been a key component of the performance of our strategies. A broad range of experience across our team of professionals is what sets Copeland apart from other investment management firms. Our culture is designed to attract and retain the best and brightest investment professionals.

Our equity investment strategies include Dividend Growth products across specific capitalization ranges, along with a more tactical All Cap Dividend Growth product. Our tactical strategy employs a sector rotation methodology and has the ability to raise significant levels of cash during periods of dramatic market volatility. Our Dividend Growth strategies invest only in companies that have a demonstrated long-term track record of rising dividend payouts. In addition we offer a Relative Value strategy that purchases stocks trading at a discount to their historical levels relative to the market. We also offer a Fixed Income strategy that can be integrated into Balanced portfolios alongside any of our equity products.

Our success can also be measured by the duration of our client relationships. We currently manage investment portfolios for a broad array of institutional clients including Corporations, Endowments, Foundations and Public Accounts. In working closely with consultants, plan administrators, legal counsel and trustees, we endeavor to provide outstanding and personalized attention to our clients.

As evidence of our commitment to invest our client’s assets with the utmost care and attention, a significant portion of the retirement money for all Copeland employees is invested alongside our clients in all of our products. As such, one of our most notable clients is the Copeland Capital Management Employee Profit Sharing Plan.