October 20, 2017 3:29 AM ET

Capital Markets

Company Overview of Cumberland Advisors, Inc.

Company Overview

Cumberland Advisors, Inc. is an employee owned investment manager. The firm primarily provides its services to high net worth individuals. It also manages accounts for individuals, pension and profit sharing plans, retirement plans, endowment, cash management portfolios, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity, fixed income, balanced, and multi-asset portfolios. It invests in the public equity, fixed income, and alternative investment markets across the globe. For its alternative investments, the firm invests in commodities and currencies. It also invests in exchange traded funds and master limited pa...

One Sarasota Tower

2 North Tamiami Trail

Suite 303

Sarasota, FL 34236

United States

Founded in 1973

Phone:

800-257-7013

Fax:

941-554-4352

Key Executives for Cumberland Advisors, Inc.

Managing Director, Chief Financial Officer, and Human Resource Manager
Executive Vice President of Operations
Chief Monetory Economist and Vice Chairman
Managing Director and Director of Marketing
Executive Vice President and Director of Fixed Income
Compensation as of Fiscal Year 2017.

Cumberland Advisors, Inc. Key Developments

Cumberland Advisors, Inc. Presents at The MoneyShow Dallas, Oct-05-2017 09:40 AM

Cumberland Advisors, Inc. Presents at The MoneyShow Dallas, Oct-05-2017 09:40 AM. Venue: Hyatt Regency Dallas, Dallas, Texas, United States. Speakers: John Robert Mousseau, Executive Vice President and Director of Fixed Income.

Cumberland Advisors, Inc. Presents at The MoneyShow San Francisco 2017, Aug-24-2017 through Aug-26-2017

Cumberland Advisors, Inc. Presents at The MoneyShow San Francisco 2017, Aug-24-2017 through Aug-26-2017. Venue: Marriott Marquis, San Francisco, California, United States. Presentation Date & Speakers: Aug-25-2017, Michael Dennis McNiven, Managing Director and Portfolio Manager. Aug-26-2017, Michael Dennis McNiven, Managing Director and Portfolio Manager.

Cumberland Advisors, Inc. Presents at The 35th annual MoneyShow San Francisco, Aug-23-2016

Cumberland Advisors, Inc. Presents at The 35th annual MoneyShow San Francisco, Aug-23-2016 . Speakers: Robert Allen Eisenbeis, Chief Monetory Economist and Vice Chairman.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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