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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.


Stocks rose, sending the S&P 500 Index to an all-time high, while the dollar strengthened with industrial metals amid speculation the U.S. economy remains strong enough to propel global growth without forcing the Federal Reserve to tighten policy.



How Brexit Has Changed the Markets. David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the impact of the Brexit decision on the markets and what investors need to know to navigate the volatility. He speaks to Bloomberg’s Joe Weisenthal, Scarlet Fu and Matt Miller on “What’d You Miss?”



How Are Bank Reserves Affecting Monetary Policy? David Kotok, chairman and chief investment officer at Cumberland Advisors, questions the impact of increased bank reserves on monetary policy and markets. He speaks on “Bloomberg ‹GO›.”



Cumberland Research

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latest podcast

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.