A complete list of active advisors currently associated with Cunningham Investment Management, LLC

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Cunningham Investment Management, LLC provides discretionary and non‑discretionary portfolio management through separately managed accounts and unified managed accounts for individuals, family offices, financial advisors and institutions. The firm also offers private‑labeled research and licensed model implementations to other investment advisers and distributes its strategies through managed‑account platforms. CIM’s investment approach is systematic and quantitatively driven: its InvestFlex™ suite uses a proprietary Dynamic Asset Allocation process and a Risk‑Adjusted Performance Ratio (RAPR™) to rank ETFs and determine monthly allocations across multiple strategy “sleeves” (fixed income, U.S. and international equity, emerging markets, commodities, alternatives and blended or risk‑based portfolios). The firm implements these model outputs directly in client accounts or as inputs for third‑party managers and platforms, shifting between offensive, defensive or neutral postures based on modeled money flows and price behavior. Noteworthy distinctions compared with many peers include the firm’s ongoing relationships with other advisers (providing separate account management and private‑labeled research) and an affiliation with an entity that operates a commodity pool, a structure the brochure discloses and for which CIM describes mitigation efforts. The firm also references the use and distribution of hypothetical or simulated model performance and states that its models and related intellectual property were developed with a research affiliate majority‑owned by firm principals.

To learn more about the advisors currently working at Cunningham Investment 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.