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

  • Herald Tribune | Why are separately managed accounts growing in popularity with investors? | Cumberland Comment
     Quoted: Patricia Healy | Mon December 4, 2023
  • Press Release | Cumberland Advisors Announces New Managing Director — Firm Expands Fixed Income Leadership
     Quoted: Benjamin Pease | Wed October 25, 2023
  • Barron's | Gold Was Having a Meh Year Until the Attack on Israel. What’s Next for Bullion?
     Quoted: Patricia Healy, CFA | Fri October 13, 2023
  • Reuters | US banks, tech firms offer support for Israel victims, announce aid
     Quoted: David R. Kotok | Fri October 13, 2023
  • Market Commentary

  • The Federal Budget & Federal Deficit. Also: A New Restaurant in SRQ
     Author(s): David R. Kotok | Thu February 22, 2024
  • Cuba Series, Part 3: Healthcare
     Author(s): David R. Kotok | Sun February 18, 2024
  • More About Gamma & Help From Eric Hale
     Author(s): David R. Kotok | Tue February 13, 2024
  • Cuba Series, Part 2: US Sanctions on Cuba?
     Author(s): David R. Kotok | Sun February 11, 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?