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 $3 billion in assets.

Cumberland Advisors & David Kotok - Bonds -Live TV - Bloomberg

Wizman, Kotok, Caron on Treasury Yields, Investor Concerns in the Bond Market

Wizman, Kotok, Caron on Treasury Yields, Investor Concerns in Bond Market Bloomberg Markets May 17th, 2018, 10:49 AM EDT Thierry Wizman, Macquarie Capital global interest rates and currencies strategist, David Kotok, Cumberland Advisors chairman and chief investment officer, and Jim Caron, Morgan Stanley Investment Management managing director, discuss the U.S treasury yield short and long […]


Matt McAleer talks Small Caps Performance

Matt McAleer, Managing Director and Portfolio Manager at Cumberland Advisors talks “Small Caps Performance” on TD Ameritrade Network. View the discussion here: You can read Matt’s latest commentary here: Tactical Trend, Q1 2018


Suncoast FYI talks with Michael McNiven & James Curran about Financial Literacy Day

Dr. Michael D. McNiven,  Managing Director and Portfolio Manager at Cumberland Advisors, joins Dr. James Curran, Dean of College of Business at USF Sarasota-Manatee, to discuss their upcoming event, Financial Literacy Day. Attendees of Financial Literacy Day: An Update on the Financial Markets & Economy can receive continuing ed credit from the following orgs: • AFCPE […]



Cumberland Research

A Guide to Muni Bonds

Camp Kotok

Camp Kotok

A gathering under the Chatham House Rule for a unique experience. See photos & read more here.

Cumberland's Gift

Financial Literacy Day Bloomberg Terminals

Read about David Kotok & Cumberland’s gift of Bloomberg Terminals & Financial Literacy to USF here.

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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. 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.