Independent Thought. Active Management. Client Service.
Client service is the cornerstone of our firm. It is our own independent research and active management that enables us to provide that service.
We recruit team members whose raw intelligence, intellectual curiosity and critical reasoning add value for our clients, streamline our processes and ensure longevity of the firm. One of our clients likes to say we are pioneers. As one of the first fee-for-service firms in the country and one of the first to employ ETFs in our own strategies, that is certainly true, but we are most proud of the client relationships that span not only decades but also generations.
Cumberland Advisors is an independent investment advisory firm dedicated to be a trusted source for providing investment management and advice to individuals, institutions and other financial professionals. Our proprietary customized investment portfolios are based on our global economic expertise guided by the principles of risk management and wealth allocation.
We are committed to developing strong and lasting relationships with our clients, consultants and partners by providing a personalized level of service and responsiveness delivered by our highly valued and dedicated staff.
Cumberland will provide value to our stakeholders, including clients, employees and shareholders while promoting a work environment which attracts and retains experienced employees while encouraging teamwork, integrity and excellence.