Privately Managed Portfolios
If you have household investable assets over $1 million, you can access top-tier discretionary wealth-management services through CDSPI’s exclusive relationship with Cumberland Private Wealth Management. Among the various benefits, Cumberland provides:
- leading portfolio management;
- a hands-free solution where all your investment decisions are made for you;
- direct ownership of all individual securities;
- personalized services; and
- a number of potential tax advantages.
View our educational articles to learn more about investing.