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.

Contact us at 1.800.561.9401 or to learn more.