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Registered Investment Advisory Firm

Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $2 billion in assets.


Kotok: Don’t See How We Get to 3-4% Real GDP Growth. David Kotok, chairman at Cumberland Advisors, and Stewart Warther, equity strategist at BNP Paribas, examine the impact of low U.S. economic growth on markets and offer their expectations for the Federal Reserve’s rate path.



Warther: Need Economic, Political Catalyst to Drive Vix. Stewart Warther, equity strategist at BNP Paribas, and David Kotok, chairman at Cumberland Advisors, discuss the lack of market volatility and investment strategies to combat quiet markets.



Kotok: Political Disillusionment Boosting Third Parties. In today’s “Morning Must Read,” Bloomberg’s Tom Keene highlights comments from Bloomberg View columnist Justin Fox on consolidation of economic power among the coastal elite in the United States.



Cumberland Research

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FOX Business contributor Anthony Scaramucci and Cumberland Advisors CIO David Kotok discuss how the average investor can get into ...

Giving Back

Cancer has touched many of us in some way, so we decided to fight back by raising funds and walking in our local American Cancer Society Relay For Lifeevent.

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services.

Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Thérèse M. Pantalione at 800-257-7013, ext. 315. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.