linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Copeland Capital Management, LLC

Headquartered in CONSHOHOCKEN, PA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Copeland Capital Management, LLC is an investment advisor based in Conshohocken, Pennsylvania. The firm manages approximately $4.8 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Copeland Capital offers a range of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.

Copeland Capital Management, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$4.77B

Assets Under Management

19

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

COPELAND CAPITAL MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

Wellesley, MA

location

Manhattan Beach, CA

location

North Aurora, IL

location

CONSHOHOCKEN, PA

location

Denver, CO

Advisors at Copeland Capital Management, LLC

View All 13 Advisors
Unclaimed
Sean Patrick Duffy

RA

CONSHOHOCKEN, PA

View Profile
Unclaimed
Robin J. Lane

CFA®, RA

CONSHOHOCKEN, PA

View Profile
Unclaimed
Charles Michael Barrett

RA

CONSHOHOCKEN, PA

View Profile
Unclaimed
Jonathon Steven Forcheskie

RA

Conshohocken, PA

View Profile
Unclaimed
Neil William Adams

RA

Wellesley, MA

View Profile
Unclaimed
Edward Crawley Rorer

RA

View Profile
Unclaimed
Michael Joseph Gebhardt

CFA®, RA

CONSHOHOCKEN, PA

View Profile
Unclaimed
Rob Roy Knowles

RA

Manhattan Beach, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Copeland Capital Management, LLC is right for you?

Disclosures

There are no public disclosures for Copeland Capital Management, LLC.

Frequently Asked Questions (6)

Not sure if Copeland Capital Management, LLC is right for you?