Cumberland’s team of leading global economists, portfolio managers, and trading professionals design investment portfolios aligned with each nonprofit organization’s mission and objectives.
Evaluate and Analyze
Working hand-in-glove with nonprofits’ investment committees and boards of directors, our portfolio managers integrate the underlying components of each organization’s Investment Policy Statement (IPS) into the construction of the portfolio.
When allocating assets we address:
• Short-term cash flow requirements
• Long-term capital appreciation benchmarks
• Liquidity requirements
• Spending policy
Implement, Monitor, and Rebalance
Utilizing Cumberland Advisors’ portfolio management styles, our investment professionals construct a portfolio in alignment with the short and long-range financial goals of your organization. The portfolio is rebalanced when necessary to maintain target asset allocations.
Cumberland Advisors’ management fee is 30 basis points for nonprofit organizations. Custodial services are offered through USBank at approximately six basis points. Internal expense ratios of exchange-traded funds utilized in select strategies vary. For a portfolio appraisal and itemized cost analysis, please contact an investment advisor representative.
Nonprofit Investment Management Market Commentaries