WebPhyllis is also a member of the firm’s Board of Directors and Executive Committee. Phyllis joined Cumberland Advisors in 2008, after 23 years as Chief Financial Officer and co-owner of W.H. Streit, Inc. and affiliates, Walker Diving Contractors, and Portadam, Inc. Over her career, Phyllis has been active in her community, serving as an Elk ... WebAUM cumulative performance ... Cumberland Advisors-42.84%. S&P 500 Index-3.40%. Compare other investors Pershing Square Capital Management. Berkshire Hathaway. …
Cumberland Advisors in Sarasota, FL U.S. News Financial Advisors
WebAs of 12/31/19, the firm had assets under management of $3.56 billion. This included fixed income accounts (municipal bond and taxable fixed-income securities) as well as equity accounts (using exchange-traded funds only). Cumberland Advisors had (i) discretionary assets under management in the amount of WebAs part of Cumberland Advisors' continuous effort to maintain strong customer relationships, we offer weekly short videos discussing current market conditions and how … destiny 2 lightfall artifact mods
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WebApr 14, 2024 · Chief Investment Officer of Spinnaker Trust (total AUM $2.7bn). Lead on GMG investment product ($600mn AUM) - tactical asset allocation via ETF. Focuses on factors, sectors, sub-sectors in the U.S ... WebInvestacorp. Investacorp, Inc., is an independent financial services firm headquartered in Miami, Florida. The firm’s 450-strong financial advisor network provides investment … WebCumberland Advisors Sarasota, Florida 34236 2 N. Tamiami Trail, Suite 303 ... Firm AUM: $3.4 billion^ Program Inception Date: Firm Strategy AUM: $1.6 billion TARGET PORTFOLIO CHARACTERISTICS Number of bond holdings: 20 Average … destiny 2 lightfall annual pass ps5 key