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 48 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 Strategyin this website.
Cumberland Advisors is a dedicated fee-for-service only asset manager joining market leading knowledge, analysis, and management with very low fees.
The firm manages approximately $2.4 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.
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 Peoplesection of our website.
Cumberland Advisors offers the following investment portfolio styles for individual, personal accounts:
Fixed Income Portfolio Styles
Tax-Free Municipal Style
Total Return Taxable Style
Puerto Rico Insured Style
Tax-Free Tactical Hedge Style
Taxable Tactical hedge Style
Equity Portfolio Styles
US ETF Style
International ETF Style
Tactical Trend ETF Style
Master Limited Partnership Style
Active Bond/Passive Equity Style
Cumberland Advisors also provides financial advisory services to state and local governments and furnishes advice with respect to investments. In addition, Cumberland assists state and local governments with interest rate forecasting and financial market analysis. Additional services include arbitrage rebate calculations, economic analysis, negotiations of private activity financing, structuring Urban Enterprise Zone loans and other special services of this type.
Cumberland Advisors’ disclosure form ADV Part II is available here. For additional information contact Thérèse Pantalione, Compliance Officer at 800-257-7013 ext 315.