Our clients consistently tell us that one of the biggest reasons they enjoy working with us is because of our financial advisor-friendly platform and the open trust architecture that we embrace. For grantors and beneficiaries of trusts, that means that they participate in the selection of the best person to manage the assets in the trust.

For financial advisors, it means retaining and growing relationships with your clients and helping them realize their best returns, which is what you do best. You shouldn't have to compete with corporate trustees that offer investment management, and with Cumberland's investment-neutral approach, you don't have to because we don't manage money.

If you're a financial advisor, the chances are excellent that your clients are already using trusts as part of their estate planning. We can help you build and protect your asset base by providing training about trusts and the benefits of an independent trust company versus a traditional bank trust department.

We're here to be part of a strong team by doing what we do best - trust administration.