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

You’re multidimensional. So are we. Select your path.

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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 | Florida and Georgia among Southeast states getting new governors
     Quoted: John R. Mousseau, CFA | Thu April 30, 2026
  • Sarasota Herald Tribune | Municipal bonds face new challenges from Iran war, FEMA changes
     Quoted: Patricia Healy, CFA | Mon April 27, 2026
  • The Bond Buyer | Louisiana goes to market amid impacts from tax code changes
     Quoted: John R. Mousseau, CFA | Thu April 16, 2026
  • The Bond Buyer | Georgia's tax limit legislation said not to hurt credits
     Quoted: John R. Mousseau, CFA | Thu April 9, 2026
  • Market Commentary

  • April Employment Report
     Author(s): David W. Berson, Ph.D., CBE | Fri May 8, 2026
  • March CPI Inflation
     Author(s): David W. Berson, Ph.D., CBE | Fri April 10, 2026
  • War and Bonds
     Author(s): John R. Mousseau, CFA | Mon March 23, 2026
  • Subscribe to our Market Commentary

    David R. Kotok
    David R. Kotok
    Co-Founder & Strategic Advisor to the Cumberland Advisors' Board
    MARK MYERS
    Mark J. Myers
    Chief Operating Officer
    JOHN R. MOUSSEAU, CFA
    John R. Mousseau, CFA
    Chief Investment Officer
    MATTHEW C. MCALEER
    Matthew C. McAleer
    President of Private Wealth Management
    Benjamin Pease
    Benjamin C. Pease
    President of Asset Management

    Discover More About Our Investment Philosophy

    LEARN MORE

    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?