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Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ). Originally founded in 1973, the firm has clients in all 50 states, the District of Columbia and several foreign countries. The firm has a wealth preservation bias and conservative investment orientation to manage both risks as well as returns. The complete investment philosophy and strategy is available under “Investment Strategy” in this website.
Cumberland Advisors is a dedicated fee-for-service only asset manager joining market leading knowledge, analysis, and management with very low fees (50 basis points; .5 of 1% of portfolio assets under management).
The firm manages over $2 billion of fixed income as well as equity accounts (using exchange-trade funds only). Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities. Our stated minimum account size is $500,000 with account sizes that range up to multi-digit millions.
Cumberland Advisors' portfolio management emphasizes long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors and the assigned portfolio management contact at Cumberland.
The value of the firm is rooted in the professionalism, integrity, expertise and intellect of its people. Cumberland's portfolio managers, research staff and administrative personnel and their biographies are listed in the "Our People" section of our website.
Cumberland Advisors is a dedicated fee-for-service only asset manager joining market leading knowledge, analysis, and management with very low fees (50 basis points; .5 of 1% of portfolio assets under management).
The firm manages over $2 billion of fixed income as well as equity accounts (using exchange-trade funds only). Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities. Our stated minimum account size is $500,000 with account sizes that range up to multi-digit millions.
Cumberland Advisors' portfolio management emphasizes long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors and the assigned portfolio management contact at Cumberland.
The value of the firm is rooted in the professionalism, integrity, expertise and intellect of its people. Cumberland's portfolio managers, research staff and administrative personnel and their biographies are listed in the "Our People" section of our website.