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Invest to achieve your objectives

Have a high-quality portfolio built just for you

Whether you are seeking comprehensive wealth management for your family, an investment advisor for your foundation, or a superior solution for investing online, you can count on Cumberland Private Wealth to understand your objectives and invest skillfully on your behalf.

Founded in 1997, we have delivered strong investment performance and protected our clients’ capital through decades of economic cycles and market environments. These results have been achieved by our tenured in-house investment team, who manage a range of proprietary domestic and global mandates alongside the strategic partners we have carefully selected to optimize our portfolios.

Our investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. We have developed proven and repeatable methods to identify some of the best-managed and most profitable companies in the world at compelling prices. Our portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures.

Invest to achieve your objectives

Have a high-quality portfolio built just for you

Whether you are seeking comprehensive wealth management for your family, an investment advisor for your foundation, or a superior solution for investing online, you can count on Cumberland Private Wealth to understand your objectives and invest skillfully on your behalf.

Founded in 1997, we have delivered strong investment performance and protected our clients’ capital through decades of economic cycles and market environments. These results have been achieved by our tenured in-house investment team, who manage a range of proprietary domestic and global mandates alongside the strategic partners we have carefully selected to optimize our portfolios.

Our investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. We have developed proven and repeatable methods to identify some of the best-managed and most profitable companies in the world at compelling prices. Our portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures.

Success is always mutual

As a client, you will work closely with a dedicated Portfolio Manager and have direct access to the investment team that manages your money. After all, their capital is invested alongside yours.

At Cumberland Private Wealth, we don’t invest for you, we invest with you.

As a client, you will work closely with a dedicated Portfolio Manager and have direct access to the investment team that manages your money. After all, their capital is invested alongside yours.

What goes into a client portfolio

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

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

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

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

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

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

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

What comes out

Underpriced stocks that are fundamentally sound with good growth prospects rise in value when markets recognize their true value.

Less volatility due to our value investing style and active risk management techniques such as currency hedging, portfolio insurance and options.

Stocks that pass our rigorous tests and ongoing due diligence are the foundation of a solid investment portfolio.