About Cumberland Advisors

Our firm invests money in 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. 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.

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

Alan Lakein