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Cumulare Asset Management

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Portfolio Tear Sheets

 

US Equity Growth Portfolio

 

US Equity Large-Cap Portfolio

 

Power One Pure Preferred Portfolio

 

Capital Preservation Portfolio



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Cumulare Asset Management LLC (“Cumulare”), CRD# 288846. Address 3389 Sheridan Street, Suite 270 Hollywood, Florida 33021.

Website content is provided for information purposes only and is not a solicitation to buy or sell securities.

Portfolio returns are shown net of all advisory / management fees and stockbroker commissions, but gross of all taxes. Portfolio performance figures have been calculated internally by us and have not been independently audited and verified.

Historical performance is not necessarily indicative of likely future performance. Nothing on this website should be interpreted as a promise, representation or prediction as to the future performance of any portfolio managed by Cumulare. Investors in traded securities, including but not limited to common stock, preferred stock and bonds, should be prepared to bear investment loss, including loss of some or all of the original principal.

Cumulare does not provide tax advice and you are urged to consult with a qualified tax specialist before making any investment.

Our custodian and stockbroker is Interactive Brokers, LLC.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck