Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. Based Sarasota, Florida, with offices in New Jersey, Cumberland is an independent money management firm specializing in team-managed municipal bond and ETF portfolios. Cumberland manages approximately $3 billion in assets.
A conservative, customized approach
Cumberland Advisors has a wealth preservation bias and conservative investment orientation to manage both risks as well as returns. Capital preservation is the overriding priority in managing portfolios. The firm seeks to offset financial asset erosion by inflation in order to realize appreciation and maintain the real value of assets.