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Registered Investment Advisory Firm

Nonprofit Organizations

Overview

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

Our investment professionals can utilize a blend of 13 investment styles to accomplish the short and long-range financial goals of your organization. The portfolio is rebalanced when necessary to maintain target asset allocations.

Fees

*Cumberland’s management fee does not include custodial fees or administrative fees charged by the charity or foundation.

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services.

Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Thérèse M. Pantalione at 800-257-7013, ext. 315. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.