Cumberland Advisors’ private wealth practice offers institutional-level money management for individual investors, like you. We have a multi-decade history of service to institutional clients – independent non-profits, foundations, qualified retirement plans, and government entities. As a private investor, you can leverage that same expertise in the management of your portfolio.
Grow With Us
Matt McAleer explains what makes Cumberland Advisors Private Wealth Team, your go-to for portfolio management.
Live Well with Confidence
Matt McAleer explains what makes Cumberland Advisors a strong choice for investment management.
A Higher Standard of Care
Your interests always come first. As a Registered Investment Advisory Firm, we are held to a higher standard of care for our recommendations. RIAs are required by law to put their clients' interests above their own.
Relationships That Last
We cultivate long-lasting client relationships based on trust, transparency, and accountability.
We have the capability to stress test your portfolio and create a custom allocation best suited for your risk/reward tolerance.
Independent Market Insight
Unlike other RIA’s, we conduct our own research. You will receive fresh perspectives and context in our independent research and market commentary.