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 climate
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

READ MORE

PRIVATE WEALTH

READ MORE

INSTITUTIONAL

READ MORE

Image
Businessman

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

  • Cato Institute | What if the Labor Shortage Isn’t Transitory?
     Quoted: David R. Kotok | Wed October 20, 2021
  • U.S. News & World Report | Americans Sour on Biden, Economy
     Quoted: David R. Kotok | Fri October 22, 2021
  • U.S. News & World Report | Retail Sales Rise in September Better Than Expected
     Quoted: Patricia Healy, CFA | Fri October 15, 2021
  • USF Sarasota-Manatee | Climate conference set for Nov. 19 at USF Sarasota-Manatee campus
     Quoted: David R. Kotok | Thu October 7, 2021
  • Market Commentary

  • Jobs, Wages, COVID Demographic Shocks
     Author(s): David R. Kotok | Thu October 21, 2021
  • Jobs, Wages, the Outlook?
     Author(s): David R. Kotok | Mon October 18, 2021
  • Mu
     Author(s): David R. Kotok | Sun October 17, 2021
  • Q3 2021 Credit Commentary – Continuing Recovery or Challenges Ahead?
     Author(s): Patricia M. Healy, CFA | Thu October 14, 2021
  • SUBSCRIBE TO MARKET COMMENTARY

    Discover More About Our Investment Philosophy

    LEARN MORE

    David Kotok
    David R. Kotok
    Chairman & Chief Investment Officer
    JOHN R. MOUSSEAU, CFA
    John R. Mousseau, CFA
    President, Chief Executive Officer, & Director of Fixed Income
    MATTHEW C. MCALEER
    Matthew C. McAleer
    Executive Vice President & Director of Equity Strategies
    ROBERT EISENBEIS, PH.D.
    Robert Eisenbeis, Ph.D.
    Vice Chairman & Chief Monetary Economist
    Patricia Healy, CFA - Cumberland Advisors Senior Vice President of Research & Portfolio Manager
    Patricia Healy, CFA
    Senior Vice President of Research & Portfolio Manager
    LEO CHEN, PH.D.
    Leo Chen, Ph.D.
    Portfolio Manager & Quantitative Strategist

    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?