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Portfolio

PAT reflects Cumberland's disciplined approach.

Our philosophy begins with a simple idea: buy high-quality investments at reasonable prices and hold them for the long term. This foundation ensures stability and consistent growth in ever- changing market landscapes.

PAT PORTFOLIOS

Conservative

Equity 25%

Income 70%

Cash 5%

Balanced Income

Equity 45%

Income 50%

Cash 5%

Balanced Equity

Equity 60%

Income 35%

Cash 5%

Moderate Growth

Equity 75%

Income 20%

Cash 5%

Growth

Equity 95%

Income 0%

Cash 5%

Equity Income Cash

Cumberland is the portfolio manager of your account, PAT will act as your interface. Our research team utilizes modern portfolio trends and our proprietary research process to screen, score and monitor investment opportunities for your investment portfolio.

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