How to Contact Us

Chuck Barrett
Principal, Director of Sales
(484) 351-3665

Robin Lane, CFA
Marketing Manager
(484) 351-3624

Copeland Headquarters

161 Washington Street, Suite 1325
Conshohocken, PA 19428

Sales Support: (877) 727-9106

Firm Documents

Form ADV Part 2A
Form ADV Part 2B
Privacy Policy
ERISA Section 408(b) Disclosures

Mutual Funds

For more information on the Copeland Family of Mutual Funds please visit:

Sales Map
Chuck Barrett
West Territory
Director of Sales
+1 484-351-3665
Clayton Saltijeral, CAIA
Central Territory
Vice President - Regional Director
+1 630-379-3201
Neil Adams
East Territory
Vice President - Regional Director
+1 978-270-1149
NLD Review Code

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