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Independent Mutual Fund Board of Trustees

img THOMAS A. LEONARD,
Chairman

Mr. Leonard began his career at PWC LLP in 1970. Since 1971, he had worked in the asset management business. He was responsible for the operational leadership and growth of PWC's financial service practice in Philadelphia. The practice consists of clients in the Investment Management, Real Estate, Banking and Insurance sectors. The financial service practice in Philadelphia consisted of 14 partners and 150 professional staff. Mr. Leonard retired from PWC in 2008. Mr. Leonard currently offers his services by participating on the Boards of Lincoln Financial Variable Products Trust and Creative Financial Asset Management. He is a Board Consultant to FundVantage Trust and a former Board member of Trinity Capital Partners, Wilmington Trust Funds and Alpha 1 Capital Funds.

 
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BRUCE M. ARONOW

Mr. Aronow is a seasoned senior executive with over 20 years of financial and operating experience in the financial services industry. He has served as a partner, specializing in Investment Management, at one of the largest accounting firms in the U.S. as well as the Managing Partner of an investment management firm with approximately $20 billion in assets under management. He also served as the Chief Financial Officer of The Managers Funds. He additionally has over 8 years of experience serving on the Board of the Money Management Institute.

 
img STEPHEN M. WYNNE
For more than 30 years, Mr. Wynne (now retired) committed his career to servicing clients participating in the global investment management and distribution arena. As former CEO for two different financial services firms (BNY Mellon U.S. Funds Services and PNC Global Investment Servicing), he oversaw and directed his organizations’ strategic and operational development in servicing the needs of mutual funds, hedge funds, managed accounts and offshore funds. Over the course of his career, Mr. Wynne was responsible for delivering comprehensive services to clients including asset servicing, distribution support and investment analytics. More specifically, such services included fund accounting and administration, transfer agency, custody, securities lending, middle office, hedge fund services, offshore services, and managed accounts services.
 

Investors should carefully consider the investment objectives, risks, charges and expenses of the Copeland Risk Managed Dividend Growth Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-888-9-COPELAND (1-888-926-7352). The prospectus should be read carefully before investing. The Copeland Risk Managed Dividend Growth Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

Copeland Capital Management, LLC., is not affiliated with Northern Lights Distributors, LLC

NLD Review Code:1108-NLD-3/27/2017

 

Atlanta Office

Copeland Capital Management, LLC
1230 Peachtree St., NE, Suite 1900
Atlanta, GA 30309

Corporate Headquarters

Copeland Capital Management, LLC
Eight Tower Bridge
161 Washington Street
Suite 1325
Conshohocken, PA 19428

Boston Office

Copeland Capital Management, LLC
62 Walnut St., Flr 3
Wellesley, MA 02481