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 $2.9 billion in assets.

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: https://tdameritradenetwork.com You can read Matt’s latest commentary here: Tactical Trend, Q1 2018 And he was also part of a radio discussion about Financial Literacy and you can listen to that here: Suncoast Speaks interview […]


04/09/2018

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 […]


04/04/2018

Financial Literacy Day is discussed on Suncoast View with David Kotok

David Kotok appeared on Suncoast View March 26, 2018. Markets, interest rates, bitcoin, and the Second Annual Financial Literacy Day were talked about. A who’s who of financial experts including Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta will be there. This all-day event at the USF Sarasota-Manatee campus, 8350 N. […]


03/27/2018

MARKET COMMENTARY

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.

cumber map

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 Timothy J. Lyle at 800-257-7013, ext. 350. 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.

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