Together, We Turn Ambition Into Action
Skilled and experienced brokers
Tailored porfolio to your needs
Everyone has a vision for a better tomorrow. We help you create yours. From our market research and investment guidance to our technology, platforms, and programs
Who We are
We count on over 20 years of experience in the investment and advisory industry. Having grown multiple companies from early-stage to become market leaders across business segments and having accompanied many turn-around cases, we have identified common patterns of success across industries.
Multi-Disciplinary Team
We are a team of entrepreneurs, consultants, investors, operators, dreamers & doers.
Complementary & Collaborative
We complement each other and invest as a team.
Business Model-Oriented And Industry-Agnostic
This approach allows us to be flexibile and adaptable across various industries.
Supporting Visionary Founders From The Start
We’re there from the start, investing pre-seed or seed stage to support visionary founders.
Believers In Ambitious Founders
We believe in ambitious founders who can see the next ‘big thing’.
Supporting Every Stage Of Building
We put founders first and support them at every stage of building great companies.
How We Operate
The Copeland Team provides steady guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.
We focus on creating portfolio guidelines that are transparent and cover a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making.
How We Help
At Copeland, we are committed to fueling the growth and innovation of visionary startups and high-potential companies.
Personal Wealth Management
We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.
Institutional Investing
We have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Risk Management
Our team of highly experienced senior wealth management professionals review risks to clients and the firm. Areas of risk we try to mitigate include portfolio management, operations, compliance and business management.
Investment Management
Our innovative in-house asset management will work with your advisor to build an investment model that matches your goals and values.
Consulting Services
Our management consulting services focus on our clients' most critical issues and opportunities: strategy, operations, technology, advanced analytics, corporate finance and sustainability across all industries.
Asset Management Services
Our basic management style is one of long-term growth and value with an orientation with a minimum of volatility and transactional activity.
Don't take our word for it. Over 100+ people trust us.
From seasoned leaders to new recruits, every member of our team helps develop and execute on powerful insights. We bring together brilliant minds to do what others consider impossible.
My Husband and I recently made two investments with Copeland . We were very impressed with how they where able to find what we were looking for and diversify investments and where very prompt and responsive. I would highly recommend the Copeland Wealth team for your investments
They are very, very reliable, assessable, warm and inviting… they’re just always there to serve, to be there for you, answer all your questions, and be transparent … they do what they say and say what they do
Colomba LoriI have to say – I love Copeland – the culture, what it stands for and the way you do business – leaving things better for all. Thank you!
Melissa BennetTheir conservative approach is the key to our success in investing. We’ve owned rentals for years and it was never-ending hard work on our part. We appreciate that Copeland takes care of our investments
The team at Copeland wealth management has been a pleasure to work with and has shown great skill and commitment during the investing process. Their guidance and flexibility were critical to getting our investment goals achieved.
Timothy skuzaOver the last five years,Copeland has been instrumental in assisting and supporting our team’s transition from a small, emerging player, to an innovative global industry leader.Copeland understood our business, embraced our vision for the company, and helped us achieve a very successful outcome.