A complete list of active advisors currently associated with Cumulare Asset Management, LLC

Warmer can help you find a great advisor at Cumulare Asset Management, LLC or one who fits your needs even better.

Cumulare Asset Management provides financial planning, ERISA fiduciary services for employee benefit plans, and discretionary portfolio management for individuals, high‑net‑worth clients and business entities. The firm offers both advisory (percentage‑of‑assets and performance‑based) arrangements and hourly planning/consulting services, and it discloses its fee‑and‑billing practices in the brochure. The firm builds customized portfolios using asset allocation combined with fundamental and technical analysis, and it monitors accounts on an ongoing basis under discretionary authority. It also offers a focused “Power One” total‑return strategy that emphasizes investment‑grade preferred securities to generate dividend income and seeks trading opportunities in the preferred‑security market, with position size limits and short‑to‑medium holding horizons. Noteworthy distinctions include the firm’s disclosure of performance‑based fee arrangements with an illustrative calculation in the brochure and its reporting of a meaningful non‑U.S. client base, both of which are less common among peers. The brochure also discloses that the firm’s principals own private, non‑registered investment advisers and describes procedures intended to address potential conflicts arising from those affiliations.

To learn more about the advisors currently working at Cumulare Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.