At Cumberland, our primary goal is to protect and grow the wealth of our clients over time.
We seek to achieve this goal through an investment philosophy built on three key principles. First, we consistently look at investment opportunity and risk with a value orientation. We believe a focus on value provides a margin of safety to limit our risk and delivers the best rate of return over the long term. Second, we are process driven. We believe that a defined investment process improves decision-making, enables active risk management and ensures successful outcomes are repeatable. Finally, at Cumberland we have a relentless focus on discipline. Our investment philosophy mandates a strict adherence to our process and a belief that we serve our clients’ interests best by following our value discipline.