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Cumberland Advisors

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Cumberland Advisors

Overview:

Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ). Originally founded in 1973, the firm has clients in 48 states, the District of Columbia and several foreign countries. 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 $2.4 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’ portfolio management emphasizes long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors and the assigned portfolio management contact at Cumberland.

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