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May 24, 2015 10:02 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.

Chairman, Chief Investment Officer, Chief Executive Officer, Chief Compliance Officer, and Director
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
Compensation as of Fiscal Year 2014.

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Recent Private Companies Transactions

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

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