A dedicated family office
Founded in 2008, Cumming Capital Management has over 50 years of collective experience investing in a broad range of asset classes and a diverse mix of partnership structures that have consistently outperformed the market.
Looking forward, backed by years of experience
Cumming Capital Management was founded by Ian Cumming and his two sons, John and David. Tasked with the management and growth of the family estate, the Cumming family created a single-family office in 2008.
“ We don’t tell people what we are going to do, we tell them what we have done. ”
A true family office, built to support families
Managing wealth is more than just allocating assets or providing an investment strategy. While we do help each family grow and maintain their investment portfolio, we understand that it takes more to build a legacy that future generations can appreciate. That is why we believe in a more holistic advisory strategy paired with customized investment solutions.
- Investment Services
Our dedicated team is constantly looking for unique market opportunities. We use flexible investment strategies to take advantage of any offering that may come across our desks. From direct business deals and industry specific funds, to public market investments, we have a variety of strategies to grow your wealth.
- Asset Management
Let Cumming Capital Management help manage and maintain your family’s assets so you can make the most of them while confidently knowing everything is under control.
- Governance and Risk Management
Let our team help your family establish and implement best practices for personal and investment assets.. With years of experience, we’re ready to help you minimize risk while maximizing outcomes.
- Trust Services
Our team understands the complexities many families encounter when setting up and administering a trust. We leverage Wyoming’s favorable trust environment, provide flexible governance options, and accommodate varying levels of involvement to suit the needs of different families and help with transitions of wealth between generations.
“ The secret to success is to do the common things uncommonly well. ”
Investing with family in mind
We understand that wealth management is more than managing investment portfolios. We take a holistic approach that considers the complexities of legal structure, tax analysis, among other requirements to create multi-generational wealth.