Time Tested

Investment Managers

An RIA for Advisors, Individual and Institutional Investors
Independent Thought

Independent Thought

Institutional-level investment expertise at a personal level
Active Management

Active Management

Engineering portfolios to adapt to changing economic climates
Perspective Earth

Perspective Is Everything

We Offer Independent Market Insight and Investment Management
Growth Requires Planning

Growth Requires Planning

We Design Investment Strategies and Styles to Suit

ADVISORS

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PRIVATE WEALTH

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INSTITUTIONAL

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Who Is Cumberland?

Cumberland Advisors is a fee-for-service, investment management firm serving advisors, individuals, and institutional investors. Founded in Vineland, New Jersey, and headquartered in Sarasota, Florida, we value intellect, talent, inclusion, transparency, and accountability. We put the needs of our clients first, always.

MARKET INSIGHT THAT MATTERS

Week In Review

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

In The News

  • Sarasota Herald Tribune | Taking a closer look at the US downgrade in credit and market reactions
     Quoted: John R. Mousseau, CFA | Mon June 2, 2025
  • Sarasota Herald Tribune | What does the latest US inflation report say about Trump's economy?
     Quoted: David W. Berson, Ph.D., CBE | Mon May 19, 2025
  • Sarasota Herald Tribune | In wake of Palisades Fire, strong demand for LA utility's bond issuance
     Quoted: Benjamin C. Pease | Mon May 12, 2025
  • The Bond Buyer | Muni market endures first real liquidity test post-Citi exit
     Quoted: John R. Mousseau, CFA | Thu April 17, 2025
  • Market Commentary

  • Challenges Abound for Higher Education
     Author(s): Patricia Healy, CFA | Mon June 9, 2025
  • April Personal Income and Spending (and PCE Inflation)
     Author(s): David W. Berson, Ph.D., CBE | Fri May 30, 2025
  • Moody’s Downgrade of the US to Aa1 and the Ripple Effect on Bond Ratings
     Author(s): Patricia Healy, CFA | Wed May 28, 2025
  • US Downgrade Then and Now
     Author(s): John R. Mousseau, CFA | Thu May 22, 2025
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    Discover More About Our Investment Philosophy

    LEARN MORE

    David R. Kotok
    David R. Kotok
    Co-Founder & Strategic Advisor
    MARK MYERS
    Mark J. Myers
    Chief Executive Officer
    JOHN R. MOUSSEAU, CFA
    John R. Mousseau, CFA
    Vice Chairman | Chief Investment Officer
    MATTHEW C. MCALEER
    Matthew C. McAleer
    President & Managing Director of Private Wealth
    Benjamin Pease
    Benjamin C. Pease
    EVP & Managing Director of Asset Management | Chief Innovation Officer

    Time-Tested Values

    Established during the 1973 oil embargo, the firm has endured subsequent economic cycles and thrived. We have always been a fee-based firm. We give advice based on our market knowledge, independent research, and our client’s needs, not on product commissions. We strive to form long-lasting relationships, and that is why Cumberland Advisors continues to put the interests of our clients ahead of our own.

    A Culture Of Service

    Deep knowledge of global financial markets and a genuine culture of service animate our mission. Our values are reflected in the highly personalized relationships we build with clients, partners, and the global community. Our clients appreciate the weekly review we record, the frequent market commentaries we publish, and our open approach to communication.

    How Can We Help With Your Investments?