Tag Archives: SMAs


Cumberland Advisors Market Commentary – The Rise of Separately Managed Accounts – 2020 Update

Author: Patricia Healy, CFA, Post Date: September 15, 2020

Cumberland has utilized separately managed accounts (SMAs) to execute its fixed-income strategy since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons for managing money in this fashion are the same today as they were then: • Transparency (you know what you own) • Flexibility to make strategic […]