The Portfolio Advisor Tool gives you digital access to Cumberland’s world-class investment professionals. Your portfolio is designed and automatically managed to keep you on track to your goals
Schedule a Confidential Conversation at your preferred date and time.
Professional Advice: Work with a Portfolio Manager to establish your personal financial plan and investment approach.
Expert Management: Benefit from the same portfolio management expertise that guides our multi-million dollar portfolios.
Automatic Rebalancing: Maintain the optimal portfolio mix with automatic buying and selling of investments on your behalf.
Access & Support: Enjoy 24/7 online account access and reach out to your Portfolio Manager whenever you have questions.