Exceptional skill delivered digitally
The Portfolio Advisor Tool (PAT) gives you digital access to Cumberland’s world-class investment professionals.
Your portfolio will reflect your personal investment objectives and risk tolerance and be managed by the same team of professionals that guides our bespoke private wealth strategies.
Over time, your portfolio will be automatically adjusted to keep you on track to your goals, and you can always reach out to us for customized assistance as your goals evolve.
With PAT, you get the convenience and efficiency of a digital investing platform backed by exceptional human skill and expertise.
Schedule a Confidential Conversation at your preferred date and time
