Cumberland Advisors
Cumberland Advisors is an independent, fee-for-service investment management firm serving advisors, individuals, and institutional investors. Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal advice and money management. The firm invests money in proprietary fixed income, equity, and balanced strategies for individuals, financial advisors, institutional and non-profit clients. Their team of leading thinkers on interest rate movement, monetary policy and capital markets conduct independent research and structure their various investment strategies.
ABOUT CUMBERLAND ADVISORS
Cumberland Advisors is a Sarasota-based investment advisory firm that manages over $3 billion in assets.
The firm offers a range of investment management services, including fixed-income and equity portfolios, primarily serving individuals, institutions, retirement plans, and government entities.
The firm emphasizes long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors, and the assigned portfolio management contact at the firm.
CORE INVESTMENT STRATEGIES
Cumberland Advisors is known for implementing a total return approach, actively managing duration, and focusing on high credit quality.
Balance Strategies.
The firm offers a balanced strategy that combines active bond management with a passive equity allocation.
A pioneer in the creation of ETF portfolio models since 1999, Cumberland Advisors actively manages domestic and international equity portfolios using ETFs.