Entities

Cumberland Advisors

Cumberland Advisors

Cumberland Advisors is a leading investment management firm that integrates market-leading knowledge, analysis, and management with very low fees. It has been a trusted source for market expertise and personal service since its inception in 1973. This independent, fee-for-service money management firm manages over $3 billion in assets. It has a wealth preservation bias and conservative investment orientation to manage both risks as well as returns. 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 the firm.