When You Should Consider Our Automated Portfolio Advisor Tool
Generations of investors have trusted Cumberland Private Wealth for highly individual portfolio advice and investment management. However, there are many situations where our automated Portfolio Advisor Tool (PAT) might be better suited to your needs.
Cumberland PAT gives you access to the same investment expertise as our Private Clients, except in a digital form available at a minimum account size of $50,000 with human support when you need it.
Here are some of the ways our clients are utilizing Cumberland PAT:
Smaller accounts. You may be a Private Wealth client with a smaller account to manage, such as a TFSA, education savings plan or other registered account. PAT brings an efficient solution.
Building wealth. You may be rapidly building your wealth, but not be quite ready for significant Private Wealth advisory services. PAT is a great bridge to get there.
Family ties. You may be the child or grandchild of a Private Wealth client and may be seeking to establish your own relationship with Cumberland. PAT is a perfect starting point.
Digital preference. You may want access to the track record of our investment team and simply prefer a digital investment experience. If so, welcome aboard.
Planners and advisors. You may be a financial professional who wants access to our investment skill for your clients. PAT can be a powerful complement to your practice.
Workplaces. You may run a workplace savings program and want a professional, higher tier of investment expertise for your people. PAT works very well at work!
Cumberland PAT is a digital-first way to access the same investment management expertise that has guided our Private Clients through decades of bubbles, recessions and pandemics. Whatever the future may bring, PAT is a terrific way to position your investments right now.
Simply click here to schedule a 30-minute chat to learn more.