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

  • The Bond Buyer | Public finance concerns remain as North Carolina digs out from Helene
     Quoted: John R. Mousseau, CFA | Fri October 4, 2024
  • Sarasota Herald Tribune | Credit cycle mixed with ups and downs in economic data in 2nd quarter
     Quoted: Patricia Healy, CFA | Mon July 22, 2024
  • Sarasota Herald Tribune | Upgrades, expansion at local USF's Bloomberg Lab is being funded by the original gift from David Kotok and Cumberland Advisors
     Quoted: David R. Kotok and Cumberland Advisors | Mon June 24, 2024
  • Wall Street Journal | The Treasurys Market Is Getting Squeezed From All Sides
     Quoted: John R. Mousseau, CFA | Thu May 2, 2024
  • Market Commentary

  • Total Return Gov/Credit Third-Quarter Review
     Author(s): Daniel Himelberger | Thu October 3, 2024
  • Economic Summary: 2024 Q3
     Author(s): David W. Berson, Ph.D. | Wed October 2, 2024
  • Hurricane Helene
     Author(s): Patricia Healy, CFA | Wed October 2, 2024
  • 3Q 2024 Total Return Municipal Review
     Author(s): John R. Mousseau, CFA | Fri September 27, 2024
  • SUBSCRIBE TO MARKET COMMENTARY

    Discover More About Our Investment Philosophy

    LEARN MORE

    David R. Kotok
    David R. Kotok
    Co-Founder and Chief Investment Officer
    JOHN R. MOUSSEAU, CFA
    John R. Mousseau, CFA
    Chief Executive Officer & Director of Fixed Income
    MATTHEW C. MCALEER
    Matthew C. McAleer
    President & Director of Private Wealth
    Patricia Healy, CFA, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors
    Patricia Healy, CFA
    Senior Vice President of Research & Portfolio Manager
    ROBERT EISENBEIS, PH.D.
    Robert Eisenbeis, Ph.D.
    Vice Chairman & Chief Monetary Economist
    David W. Berson, Ph.D.
    David W. Berson, Ph.D.
    Chief US Economist

    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?