About Cumberland Advisors
Cumberland Advisors is a fee-based investment management firm founded in 1973 by David R. Kotok and Sheldon “Shep” Goldberg. Headquartered in Sarasota, Florida, the firm manages approximately $3.35 billion in assets, focusing on active portfolio management. Its services include fixed-income securities, equity strategies through exchange-traded funds (ETFs), and economic research to inform investment decisions.
Min project size
50,000+
Hourly rate
50 / hr
Employees
34
Locations
United States
Year founded
Founded 1973
Share Your Experience
Help others by sharing your experience with this company
No reviews yet
Be the first to review this company!