How to Contact Us

You May Invest Directly

You may invest directly into the Copeland Smid Cap Dividend Growth Fund and Copeland Dividend Growth Fund, or through a Broker/Dealer or Registered Investment Advisor.

To invest directly, please call 1-888-9-COPELAND (1-888-926-7352) and select Option #1.

Chuck Barrett
Principal, Director of Sales
cbarrett@copelandcapital.com
(484) 351-3665

Robin Lane, CFA
Principal, Marketing Manager
rlane@copelandcapital.com
(484) 351-3624

161 Washington Street, Suite 1325
Conshohocken, PA 19428

Sales Support: (877) 727-9106

New Account Paperwork

Copeland Funds Account Application

Copeland Funds IRA/Roth Application

Copeland Funds IRA Transfer of Assets Form

Copeland Funds Non-Qualified Transfer of Assets Form

Copeland Funds Education Savings Account Application

Copeland Funds Simple IRA Application

 

Firm Documents

Form ADV Part 2A
Form ADV Part 2B
Privacy Policy

Mutual Funds

For more information on the Copeland Family of Mutual Funds please visit: www.CopelandFunds.com

Sales Map
Jon Forcheskie
West Territory
#2b4634
Vice President - Institutional Sales
jforcheskie@copelandcapital.com
+1 570-768-7183
Clayton Saltijeral, CAIA
Central Territory
#605e4f
Vice President - Institutional Sales
csaltijeral@copelandcapital.com
+1 630-379-6201
Neil Adams
East Territory
#ada079
Vice President - Institutional Sales
nadams@copelandcapital.com
+1 978-270-1149
Open
West Territory
#2b4634
Associate Regional Director
Sean Duffy
Central Territory
#605e4f
Associate Regional Director
sduffy@copelandcapital.com
+1 484-351-3698
Coby Schwartz
East Territory
#ada079
Regional Director
cschwartz@copelandcapital.com
+1 484-351-3693
NLD Review Code
20240829-3822827

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You are now leaving the Copeland Funds website and entering the Copeland Capital Management, LLC website. By providing this link, we are not making any representation, warranty or endorsement about the website and we are not providing you with investment advice or offering securities for sale to you.

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