Cumberland Advisors - About Cumberland Advisors

One Sarasota Tower
2 N. Tamiami Trail, Suite 303
Sarasota, FL 34236

614 E. Landis Ave, Vineland, NJ 08360

(800) 257-7013

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About Cumberland Advisors

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 approximately 47 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” in this website.

Cumberland Advisors is a dedicated fee-for-service only asset manager joining market leading knowledge, analysis, and management with very low fees (50 basis points; .5 of 1% of portfolio assets under management).

The firm manages over $1.4 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. Our stated minimum account size is $500,000 with account sizes that range up to multi-digit millions.

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.

The value of the firm is rooted in the professionalism, integrity, expertise and intellect of its people. Cumberland's portfolio managers, research staff and administrative 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

Tax-Free Municipal Bond Style

Taxable Bond Style

Taxable Municipal Bond (Build America Bonds) Style

Build America Bonds/Treasury Spread Style

Tax-Free Municipal/Treasury Spread Styles

Equity (using ETFs only) Portfolio Styles

Global Multi-Asset Class Exchange-Traded Funds (ETF) Style
US Exchange-Traded Funds (ETF) Equity Style
International Exchange-Traded Funds (ETF) Equity Style
Emerging Markets Exchange-Traded Funds (ETF) Equity Style

Cumberland Advisors also provides financial advisory services to state and local governments and furnishes advice with respect to investments. In addition, Cumberland 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 Therese Pantalione, Compliance Officer at 856-692-6690 ext 315.

Cumberland Advisors^SM is registered with the SEC under the Investment Advisors Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states and/or international jurisdictions where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services.

Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Therese Pantalione at 856-692-6690,ext. 315. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.