More opportunity, same service

Through our combination with Perron & Partners in May 2018, we have elevated our strategic wealth planning capabilities and expanded the breadth and depth of our investment mandates and styles.

Together, we will create a wealth plan tailored to meet your lifestyle and financial goals and an investment plan that offers a custom portfolio solution containing our investment strategies.

Since 2000, through an investment process focused on high quality companies, thoughtful research and expertise, we have been able to deliver superior long-term risk adjusted returns while protecting our clients’ capital.

At Cumberland Private Wealth, your Portfolio Manager is always available to help you. You’ll also meet senior partners and talk with the team of people who manage your money. After all, their capital is invested alongside yours.

At Cumberland, success is always mutual.

More opportunity, same service

Our goal is to deliver consistent investment performance over time and a client experience that exceeds your expectations.

Together, we will create a wealth plan tailored to meet your lifestyle and financial goals and an investment plan that offers a custom portfolio solution containing our investment strategies.

Since 2000, through an investment process focused on high quality companies, thoughtful research and expertise, we have been able to deliver superior long-term risk adjusted returns while protecting our clients’ capital.

At Cumberland Private Wealth, your Portfolio Manager is always available to help you. You’ll also meet senior partners and talk with the team of people who manage your money. After all, their capital is invested alongside yours.

At Cumberland, success is always mutual.

The Cumberland Difference

Employee-Owned and Independent
Our advice is unbiased.
Our advice is unbiased.
Invested Together
We prosper when you prosper.
We prosper when you prosper.
Unique Client Experience
Your own dedicated Portfolio Manager to help you plan & invest.
Your own dedicated Portfolio Manager to help you plan & invest.
Wealth Planning and Innovation
New ways to make the most of your wealth.
New ways to make the most of your wealth.
Sophisticated Solution & Proven Results
Customized solution & attractive long-term performance with less risk.
Customized solution & attractive long-term performance with less risk.

How we invest

Once we have listened, identified your priorities and reviewed a suitable wealth plan, we will endeavor to construct a portfolio solution designed to meet your long term objectives while mitigating risk.

Our investment process combines top-down macro analysis with bottom-up research of individual securities. We draw on decades of experience and our proprietary investment methodologies to identify high quality companies that present a compelling value proposition, offering attractive upside potential and less downside risk.

Using top-down macro analysis and bottom-up research of individual securities, we identify high quality companies that are undervalued, offering attractive upside potential and less downside risk.

What goes into a Cumberland portfolio

Insight

Into secular trends, investment themes, geo-political events, economic factors.

Strategies

Identify the most appropriate strategies that consider favorable asset classes, investing themes and regions.

Conviction

To follow a disciplined, proven process; to stay the course in down markets.

Teamwork

No “star” managers; we challenge each other’s thinking and share ideas.

Wisdom

Our investment managers bring an average of 20 years+ experience.

Integrity

Unbiased stock selection and independent research (combined with ETF’s as needed).

Flexibility

We can accommodate your broad investment needs and preferences, and take a dynamic approach to managing your portfolio.

What comes out

Performance

Sophisticated asset allocation through fundamentally sound strategies and stocks with good growth prospects resulting in capital appreciation and protection.

High quality stocks that are underpriced offer solid growth potential.

Stability

Less volatility due to our core investing styles and active risk management techniques such as currency hedging, portfolio insurance, long/short strategies and options programs.

Less volatility due to our value discipline and active risk management.

Quality

Investments that pass our rigorous tests and ongoing due diligence, the foundations of a solid investment solution.

Stocks that pass our rigorous tests create a solid foundation.