fbpx

A wealth manager built for you

We have helped families, individuals and foundations achieve their financial goals through careful planning, customized portfolio solutions and a rewarding client experience for over 25 years.

As a leading independent wealth manager, we are built differently than most financial institutions and fund managers. The majority of our employees are partners and owners. We value free thinking and teamwork over hierarchies. We place no middlemen between you and the people managing your money, and we personally invest in the same strategies you do.

We embrace emerging trends in demographics, technology, monetary policy, investment alternatives and sustainable investing with curiosity and open minds, but without ever forgetting the disciplined investment process that has enabled us to protect our clients’ capital through decades of ups and downs.

At Cumberland, our approach simply works.

A wealth manager built for you

We have helped families, individuals and foundations achieve their financial goals through careful planning, customized portfolio solutions and a rewarding client experience for over 25 years.

We embrace emerging trends in demographics, technology, monetary policy, investment alternatives and sustainable investing with curiosity and open minds, but without ever forgetting the disciplined investment process that has enabled us to protect our clients’ capital through decades of ups and downs.

At Cumberland, our approach simply works.

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.

Learn about our culture

We are custodians of the future. Our advice impacts the fortunes of families, their children and their grandchildren. We go above and beyond. We demand excellence. This is who we are.

Watch the video