Our Approach
At Cumberland, we focus on partnering with an exclusive group of high-quality managers across unique and style-diverse asset classes. These are managers we have thoroughly vetted and believe are well-suited for the institutional arena. Then we work to introduce our managers’ investment styles to the audience that would best appreciate their expertise.

As an outsourced marketing firm headed by two CFA charterholders, we bring years of qualified, germane experience to a money management firm. Experience that not only carries with it strategic thinking and disciplined follow through, but also a contact roster that is as deep as it is significant.

We focus on partnering with an exclusive group of high-quality managers.
And we’re not appointment makers. We’re knowledgeable partners with our investment managers, developing a thorough understanding of their portfolio strategy, style, and risk characteristics—insight that translates to meaningful discussions and productive meetings.

But before we set up any meetings—whether it’s with a plan sponsor or an investment consultant—we do our homework. It’s essential to understand an institutional investor’s “hot buttons,” criteria and vetting process prior to bringing any prospective money manager to the table. And we always back it up with analytics, time-tested research, solid track records and due diligence. Simply put, we don’t waste time or valuable relationships. We come prepared to demonstrate a good fit when we see it.

We apply the same dedication and principles to our own business. We have spent time, energy and resources not only mapping out a strategic business plan for our company and its clients, but we've also affiliated with and invested in “best in breed” infrastructure and legal counsel to ensure our company’s strength for decades to come.