Cumberland Investment Counsel Inc.

Overview

Cumberland Investment Counsel Inc. is a corporate registered investment adviser that has been SEC-registered since 1992. The firm serves both high-net-worth individuals and families as well as institutional clients, and its ownership is a mix of foreign-entity and individual ownership. Typical advisory work includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions and businesses. Cumberland charges asset-based fees and may also collect performance-based fees. It is not identified as an active ESG investor and is not flagged as a multi-state adviser. Cumberland maintains affiliations across the financial services ecosystem: the firm is associated with broker-dealer activity, operates as an investment adviser beyond the primary entity, and acts as a sponsor or general partner/managing member of pooled investment vehicles.

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Public Holdings

Investments & Alternatives