CUMBERLAND ADVISORS Overview

Cumberland Advisors Inc is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 27 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 175MM in positions, representing 8% of the manager's regulatory AUM.

CUMBERLAND ADVISORS StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CUMBERLAND ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 20.84% ETF 3.67% 0.24% 0 2%
IJR 9.47% ETF 10.33% 0.74% 0 5%
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FEATURED IN
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CUMBERLAND ADVISORS Founders and Key Employees

Name Title In Position Since
David R. Kotok Chairman/Director, Ceo,Cio, Chief Compliance Officer, Shareholder February-1998
Daisy G. Lopez Executive Vice President/Managing Director/Treas, Shareholder November-2012
John R. Mousseau Executive Vice President/Managing Director,Shareholder November-2012
Therese M. Pantalione Managing Director/,Shareholder December-2009
Donna L. Sooy Sr. Vice President, Shareholder March-2005
Maribel Echevarria Sr. Vice President, Shareholder March-2005
Robert A. Eisenbeis Vice Chairman, Shareholder January-2011
Phyllis Streit Managing Director, Cfo, Secretary, Shareholder December-2009
Michael D. Mcniven Managing Director, Shareholder November-2012
Sharon Prizant Managing Director, Shareholder November-2012
Nannette L. Sabo Vice President February-2013
Michael F. Comes Vice President, Shareholder November-2012
Matthew C. Mcaleer Sr. Vice President February-2014
Robert R. Malvenda Vice President January-2015

CUMBERLAND ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

CUMBERLAND ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Firm Philosophy, Method of Analysis, and Investment Strategies

Cumberland Advisors seeks capital preservation as its overriding investment priority. We manage risk as well as return. We strive to offset the erosion of financial assets by inflation, and to realize appreciation so that the real value of assets is maintained. We construct portfolios of bonds, stocks, or both. Investing in securities involves a risk of
loss that clients should be prepared to bear.

Cumberland's portfolio managers work as a team to develop investment strategies. Each client works primarily with one investment adviser or portfolio manager.
Cumberland Advisors' portfolios reflect our clients' varying needs. Some clients are families with assets to be conserved and enhanced. Some are institutions seeking prudent supervision for retirement, endowment, or cash management. The objectives range from
growth-o...
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CUMBERLAND ADVISORS Portfolio Concentration

CUMBERLAND ADVISORS Location

ONE SARASOTA TOWER
2 N. TAMIAMI TRAIL, SUITE 303
SARASOTA, Florida
UNITED STATES, 34236

CUMBERLAND ADVISORS Contact Information

Phone Number: 800-257-7013
Fax Number: 941-554-4352
Website:

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