Copeland Capital Management LLC

Copeland Capital Management LLC

Copeland Capital Management LLC

Date Founded



8 Tower Bridge,161 Washington Street,Suite 1325,Conshohocken, PA 19428-2051

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

CCM offers investment strategies that employ fundamental, quantitative, macro-economic and technical analysis. They use the following sources of information for its analysis: financial newspapers and magazines; inspections of corporate activities; research materials prepared by others; corporate rating services; timing services; annual reports; filings with the SEC; and company press releases. Their investment strategies emphasize securities purchases held for the long term (more than 12 months), however, from time to time, due to rapid changes in either the market or a given security’s fundamentals, it is possible that we may execute a short term (sold within one year) or trading (selling securities within 30 days) strategy.

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In The News
Pensions & Investments
December 28, 2020
Executives & Employees


Chief Operating & Financial Officer

Chief Investment Officer & Portfolio Manager

Chief Compliance Officer & General Counsel

Member, Chief Compliance Officer

Portfolio Manager & Partner

Portfolio Manager & Partner

Partner & Director-Fixed Income

Board of Directors

Chairman at Copeland Capital Management LLC

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Copeland Capital Management LLC
Advisors & Consultants

Interactive Brokers LLC, part of Interactive Brokers Group, Inc., is an American company located in Washington, DC, focused on security brokers, dealers, and flotation companies.

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