About Cumberland Advisors
Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ). In addition to our Sarasota financial advisors, we have Regional Directors of Investments that are positioned around the country to meet with our clients in their home states. Originally founded in 1973, the firm has clients nationwide and internationally. 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 Strategy.
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 $3.5 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’ financial advisors and portfolio management emphasizes long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors and the assigned portfolio management contact at the firm. We also produce videos published on YouTube to enhance our client communication.
The value of the firm is rooted in the professionalism, integrity, expertise and intellect of its people. Cumberland Advisors’ Executives, Research, Investment, and Business Development personnel and their biographies are listed in the Our People section of our website.
Cumberland Advisors offers the following investment portfolio styles for individual, personal accounts:
Fixed Income Portfolio Styles
Total Return Tax-Free Municipal Bond
Total Return Taxable Fixed Income
Puerto Rico Insured Bond
Tax-Free Tactical Hedge
Taxable Tactical Hedge
Equity Portfolio Styles
Tactical Trend ETF
Active Bond/Passive Equity
Master Limited Partnership
Cumberland Advisors also provides financial advisory services to state and local governments and furnishes advice with respect to investments. In addition, Cumberland Advisors 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 Timothy J. Lyle, Chief Compliance Officer at 800-257-7013 ext 350.