Business Principles
Our business was built on a set of core principles and beliefs, which serve as our foundation.
- Our clients come first.
We have a profound commitment and focus on our clients’ best interests. We believe in clear, open communication and full transparency in our reporting. We respect each of our clients and treat their affairs with the utmost discretion and confidentiality. - We invest with our clients.
First and foremost, we consider ourselves investors. We have a strong conviction in our investment philosophy and expertise, and we personally hold the same investments that we recommend to our clients. In fact, Cumberland was founded on the premise that we were partnering with our clients as investors. - We grow and protect wealth over time.
Our clients trust us to produce a targeted, absolute rate of return on their investments while preserving their capital. Philosophically, we consider this trust to be fundamental to our business, and take an opportunistic but disciplined approach to investing with active risk management controls. - We employ the best and brightest.
We have a broad team of experienced investment professionals, portfolio managers, and partners who are passionate and motivated about the business. In addition, we are 100% employee owned, which further aligns our interests with those of our clients, and allows us to pursue specific investment goals without the influence of being a multiproduct sales driven organization. - We are pragmatic business people.
Our business principles are well established, yet we are proactive in continually refining our research methodologies, developing timely investment strategies and exploring new opportunities on behalf of our clients. This process assures that we have the most capable people and enlightened decision making available.