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A human approach to wealth management

In a world run by algorithms, our clients benefit from human skill and insight that have helped them consistently prosper through bubbles, recessions and pandemics.

As a client, you can expect to have a wealth plan tailored to meet your financial and life goals, and a customized portfolio built from our investment strategies. You may also use our Portfolio Advisor Tool (PAT) to access our expertise via our digital platform.

Through Cumberland Private Wealth, you will get the know-how and advice you need to navigate economic trends and life events with calm confidence. You’ll work closely with your dedicated Portfolio Manager and have direct access to the analysts and strategists who manage your money. After all, their capital is invested alongside yours.

At Cumberland, success is always mutual.

A human approach to wealth management

In a world run by algorithms, our clients benefit from human skill and insight that have helped them consistently prosper through bubbles, recessions and pandemics.

As a client, you can expect to have a wealth plan tailored to meet your financial and life goals, and a customized portfolio built from our investment strategies. You may also use our Portfolio Advisor Tool (PAT) to access our expertise via our digital platform.

Through Cumberland Private Wealth, you will get the know-how and advice you need to navigate economic trends and life events with calm confidence. You’ll work closely with your dedicated Portfolio Manager and have direct access to the analysts and strategists 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

We listen closely to your priorities and develop a suitable wealth plan. Then we construct a portfolio that is designed to meet your objectives while mitigating risk.

Our proprietary investment process combines macroeconomic research and in-depth securities analyses. Over decades of experience, we have refined our methodologies to identify some of the best-managed and most profitable companies in the world at compelling prices.

As you review our performance track record, you will see that we have delivered attractive capital appreciation potential or upside, mitigated downside risk over many cycles, and our portfolios score positively from a sustainable investing perspective based on a variety of environmental, social and governance (ESG) measures relative to their respective benchmarks.

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.