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• Description |
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Private Wealth Management ServiceIf you’re an affluent investor (with over $1-million in assets to invest) who requires sophisticated investment management, but don’t have the time or expertise to manage a complex portfolio — CDSPI’s Private Wealth Management Service may suit your needs perfectly. Offered through a partnership between CDSPI Advisory Services Inc. and Cumberland Private Wealth Management, this service gives you access to a strategically managed portfolio of investments — tailored for your specific needs. A licensed investment professional makes the decisions about which securities to select within the framework of your personally-approved investment policy. Download Private Wealth Management Service Brochure Note: To view this brochure, you need to have Adobe Acrobat Reader installed on your computer. CDSPI | Insurance | Investment | Affinity Services | New Dentists/Students | Dental Staff
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