Advisor at Cumberland Advisors
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Firm
Cumberland Advisors
Location
Sarasota, FL 34237
Credentials
CFA®, Series 63, Series 65
Industry experience
9 years
Patricia Healy is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Cumberland Advisors since 2016. She holds Series 63 and Series 65 licenses. Cumberland Advisors serves individual and institutional clients by providing portfolio management, financial planning, and investment consulting. The firm uses a team approach to manage separately managed accounts with a focus on active municipal and taxable bond management, ETF-based equity strategies, and a tactical trend strategy that incorporates market-timing signals.
Based on Cumberland Advisors
Based on Cumberland Advisors
$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)
Account minimum: $1,000,000
1 South School Avenue, Suite 900
Sarasota, FL 34237
Florida
Cumberland Advisors
2016 - Present (10 years)
Unemployed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Other specialized services
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