About Cumberland Advisors

Our firm invests client assets in our proprietary fixed income, equity, and balanced strategies that we create. We serve financial advisors, individuals and institutional clients. We believe in independent thought, active management and have built a culture of client service since our doors opened in 1973.

Cumberland Advisors is a Registered Investment Advisory firm headquartered in Sarasota, FL. Founded in 1973, the firm has clients nationwide and internationally. The firm has a conservative investment orientation to manage both risks as well as returns. The complete investment philosophy and strategy is available under Investment Strategy. Cumberland Advisors is a dedicated fee-for-service only asset manager utilizing market leading knowledge, analysis, and investment management.



How can we help you achieve your vision?

“Planning is bringing the future into the present so that you can do something about it now.”

Alan Lakein