Hurricane Ian Notice

Due to the impending Hurricane Ian and its impact on the Sarasota area; Cumberland Advisors has mobilized and relocated our disaster recovery team to our Vineland, NJ office. If the storm does affect the Sarasota area, Cumberland Advisors’ staff members are on standby, and ready to provide you with any assistance you may need.  Our phone lines and emails will be monitored, and we will respond to matters on a priority basis.
 
For any urgent concerns you may also contact the following individuals by email directly:

For our clients residing in the Sarasota area, Cumberland Advisors knows nothing is more important than the safety of you and your family. We urge you to take the necessary steps to protect your loved ones. Check your supplies and make sure you have plenty of fresh water, flashlights, and a battery-operated radio. Cumberland values our customers’ security and peace of mind, and our goal is to provide outstanding service.
 
Thank you for entrusting us to continue to provide you service and may all stay safe.

 

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

  • Reuters | Wall St Week Ahead As markets churn, investors hide in cash despite surging inflation
     Quoted: David R. Kotok | Fri September 16, 2022
  • The Bond Buyer | Munis weaker in spots, outflows continue
     Quoted: John R. Mousseau, CFA | Wed September 14, 2022
  • Morningstar | How Do You Tell a Bear-Market Rally in Stocks From a New Bull Run?
     Quoted: David R. Kotok | Fri July 29, 2022
  • Bloomberg | David R. Kotok on the Markets (Radio)
     Quoted: David R. Kotok | Mon July 25, 2022
  • Market Commentary

  • Hurricane Ian Notice
     Author(s): Cumberland Advisors | Tue September 27, 2022
  • The Fed's 2% Target
     Author(s): David R. Kotok | Wed September 14, 2022
  • Phillips Curve: Maybe, Maybe Not. Markets Outlook at the End
     Author(s): David R. Kotok | Tue September 13, 2022
  • Crosscurrents for Chinese Stocks
     Author(s): William H. Witherell, Ph.D. | Mon September 12, 2022
  • 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, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors
    Patricia Healy, CFA
    Senior Vice President of Research & Portfolio Manager
    LEO CHEN, PH.D.
    Leo Chen, Ph.D.
    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?