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Investment Stewardship Tailored to Your Mandate

At Cumberland, you work directly with a dedicated Advisor—an experienced fiduciary trusted by foundations, endowments, and philanthropic organizations across Canada.

Whether you’re seeking a fully outsourced investment solution or a skilled partner to manage part of your portfolio, we tailor our approach to your mandate, governance structure, and long-term objectives.

There are no handoffs or product pushes—just thoughtful, conflict-free guidance grounded in discipline, transparency, and trust.

How we can assist you

Investment Management

We can help you create an Investment Policy Statement, design an optimal investment portfolio, and handle a range of functions including asset allocation and risk management, investment research, security selection, and reporting. We are licensed to provide discretionary portfolio management and are held to a fiduciary standard requiring us to act solely in your best interest.

Operations, Compliance & Governance

We can facilitate smooth collaboration between your management team and your investment partners, including custodians, auditors, regulators, and other asset managers.

Stakeholder Relations

We can provide robust reporting to key stakeholders, including ongoing assessments of your results versus your objectives taking into consideration asset allocation, risk factors and attribution metrics.

Investment Management

We can help you create an Investment Policy Statement, design an optimal investment portfolio, and handle a range of functions including asset allocation and risk management, investment research, security selection, and reporting. We are licensed to provide discretionary portfolio management and are held to a fiduciary standard requiring us to act solely in your best interest.

Operations, Compliance & Governance

We can facilitate smooth collaboration between your management team and your investment partners, including custodians, auditors, regulators, and other asset managers.

Stakeholder Relations

We can provide robust reporting to key stakeholders, including ongoing assessments of your results versus your objectives taking into consideration asset allocation, risk factors and attribution metrics.

Frequently Asked Questions

What types of foundations does Cumberland work with? >

At Cumberland Private Wealth, we act as an advisor to foundations of all sizes and stages of evolution. These foundations span a variety of mainstream and niche or special causes, including education, healthcare, the arts, religion, science, research, and more. We work with private family foundations as well as public foundations and various not-for-profit organizations. Whether you are setting up a new foundation, support and/or are part of an established board of directors for a foundation, we invite you to spend some time getting to know us.

Is my foundation a good fit? >

If you have a good handle on the vision for your foundation, its purpose, mission, and strategy, but less capacity to deal with the intricacies of portfolio management, then you might choose to engage Cumberland Private Wealth as an Outsourced Chief Investment Officer (OCIO). We can bring structure, discipline and expertise to your investment activities.

If you already have a strong framework for investing in place and are seeking sophisticated investment management, then you might ask us to help you assess your portfolio and take on the management of a portion or all of your portfolio. We can provide expertise across fixed income, domestic and global equities, and alternative investments. As a trusted fiduciary with over 25 years of experience and a strong track record, the scope of our advice and service will align with the areas where you need us most.

How can Cumberland assist my foundation? >

We are an advisor and investment manager that can collaborate with the board, your leadership team, and your staff to help ensure that your investment activities fully support the vision for your foundation, as well as your purpose, mission and strategy. We can help you create an Investment Policy Statement, design an optimal investment portfolio, and handle a range of functions including asset allocation and risk management, investment research, security selection, back office operations and reporting. We are licensed to provide discretionary portfolio management and we are held to a fiduciary standard requiring us to act solely in your best interest.

When should I consider hiring an OCIO? >

An Outsourced Chief Investment Officer (OCIO) is a person associated with a firm that can manage all of the investment functions of a foundation. Foundations often engage an OCIO following a watershed event such as setting new strategic objectives, receiving a large donation, achieving a large pool of assets that requires sophisticated investment management, undergoing a change in leadership and/or approach, facing a regulatory issue, or experiencing poor investment performance. If you have encountered any such event, now might be the perfect time to consult with us and receive an independent opinion on the best path forward.

How do I contact you? >

For a confidential discussion around your needs, or to join our next Cumberland Foundations Circle event, please contact Alex von Schroeter, Partner and Portfolio Manager, at 1-800-929-8296. You may also email us at contact@cpwm.ca.

Join the Cumberland Foundations Circle

Individuals and professionals who steward charitable assets in Canada face a unique set of responsibilities and challenges. Cumberland Foundations Circle was created to help families, foundations, professionals, and experts come together in a dynamic set of discussions to share their knowledge and experiences.

To learn more or join us at a future event, please reach out to us.