Copeland Capital Management offers discretionary and non-discretionary investment management services specializing in dividend growth strategies across various market capitalizations, ranging from large cap to micro cap, as well as international and fixed income/balanced strategies. The firm manages separate accounts, participates in wrap fee programs, and acts as an investment advisor to registered investment companies (the Copeland Trust). Additionally, Copeland provides model portfolios to third-party platforms and unified managed account programs. Copeland employs a conservative and disciplined investment philosophy focused on sustainable dividend growth, valuation, and strong returns on capital. The firm serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and governmental entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Schedule reflects the Small Cap Dividend Growth strategy. Copeland offers multiple strategies with varying fee schedules and account minimums ranging from $250,000 to $10,000,000. Fees are negotiable.