InvestmentSolutions ThatLook Ahead
Our dedicated team is constantly looking for unique market opportunities. From private equity and credit opportunities to the public markets investments, we use flexible investment strategies to take advantage of any offering that may come across our desks.
As a family office,we have theflexibility to considera wide range ofinvestment opportunities.
- Direct Equity
Our office has decades of experience in partnering with private companies. Our ownership involvement can range from a minority position to a 100% equity purchase. Additionally, we offer strategic management, board participation, and consulting services to help these investments thrive in their respective markets.
- Credit
We offer lines of credit to facilitate growth and working capital. We also offer a variety of other credit services, including mezzanine debt, long term loans, letters of credit, and guarantees on financing.
- Public Markets
Many times, wealthy families diversify through traditional investment options. We will build a customized portfolio of both industry specific funds, individual stock, or bond purchases that meet your needs.
- Real Estate
Similar to our direct equity investments, we can participate in real estate as a minority partner or finance entire real estate projects. We offer a mix of equity and lending options to facilitate successful projects.
- 3rd Party Managers
When a broader investment strategy is desired, we partner with 3rd party managers who have deep industry expertise and provide us with distinct portfolio exposure.
“ The best way to measureyour investing success isnot by whether you’rebeating the market but bywhether you’ve put inplace a financial plan anda behavioral disciplinethat are likely to get youwhere you want to go. ”
Long TermValue Creation
Our team leverages investment fundamentals over long periods of time to help your family build sustaining wealth.
- Our team leverages investmentfundamentals over long periods oftime to help build sustainable wealth.
- Our long-term investment horizonallows us to deploy capital, makedecisions, and manage assets, withoutthe need to manage an exit based ontiming or changing market conditions.
- Cumming Capital Management hasacquired and managed a wide rangeof investments throughout our history
We’re always lookingfor new and uniqueinvestment opportunities.
If you’re a family office or investment team interested in partnering with Cumming Capital, please reach out.