March 27, 2017 12:27 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





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 2016.

Cumberland Advisors, Inc. Key Developments

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.

Cumberland Advisors Announces Board Appointments

Patricia Healy joined Cumberland Advisors as the firm's senior vice president of research and portfolio manager. Kimberly Douglas joined Cumberland as a compliance officer. Healy was most recently senior director for Bayern LB. Douglas has a 16-year background in the financial industry operations, regulatory compliance, relationship management and human resources.

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Recent Private Companies Transactions

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