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Martina Schmidt

Advisor at Cumberland Advisors

Updated today
Cumberland Advisors logo

Firm

Cumberland Advisors

Location

Sarasota, FL 34237

Credentials

Series 65

Industry experience

1 year

About

Martina Schmidt is a financial advisor at Cumberland Advisors with one year of industry experience. She holds a Series 65 designation and has worked at the University of South Florida since 2000. Outside of her advisory role, she serves as Corporate Secretary and Strategist for Best Weather Inc., where she writes a weekly commodity-oriented newsletter. Cumberland Advisors provides portfolio management, financial planning, and investment consulting to individual and institutional clients. The firm employs a team-based approach with a focus on active fixed-income management and a tactical trend strategy that incorporates market-timing signals and downside protection.

Client services

Based on Cumberland Advisors

Financial planning Portfolio management Pension consulting Market timing
Consulting services for governmental clients

Expertise

Based on Cumberland Advisors

Wealth management Active portfolio management Passive / index investing Tax-loss harvesting Retirement income strategy

Occupation focus

Based on Cumberland Advisors

Founder/Business Owner Executive

Fee options

Percentage

$0+: 1.00% annually (ETF Portfolios maximum) $0+: 0.75% annually (Balanced Portfolios maximum) $0+: 0.60% annually (Active/Passive Portfolios maximum) $0+: 0.525% annually (Fixed Income Portfolios maximum)

Other

Account minimum: $1,000,000

Location

1 South School Avenue, Suite 900

Sarasota, FL 34237

Most active in

Florida

Work history

University of South Florida

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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