How We Differ

Founded in 1997, and with roots going back more than 30 years, Cumberland is intimately aware of the needs of high net worth individuals and families. Our investment track record has met the test of time, encompassing five major business and economic cycles. In recent years, arguably the most challenging investment environment in several decades, we protected our clients’ capital, and had the experience to capitalize on the opportunities that were presented.

Our culture sets us apart. We are an independent, experienced, and sophisticated team of 25 investment analysts, portfolio managers, and business owners with an entrepreneurial spirit. We are small enough to be accessible, yet we have the resources to invest our clients’ capital on a global scale with a disciplined focus on fundamental investment research, a value-driven philosophy, and active risk management. In addition, our clients can benefit from our senior partners’ insights and experience in addressing their wealth management needs.

Finally, we have no ownership affiliation with any other financial institution or bank, and we do not create products for the purpose of distributing or cross-selling them. In fact, our sole business objective is to create portfolio solutions that help our clients achieve their goals, and we actively invest our own capital in the same investments that we recommend for our clients.