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

  • Bloomberg | David Kotok on the Markets - Bloomberg Radio Interview
     Quoted: David R. Kotok | Sun January 29, 2023
  • Yahoo Finance | 7 surprises from a visit to Cuba
     Quoted: David R. Kotok | Thu January 19, 2023
  • The Wall Street Journal | After Muni-Bond ‘Bloodbath,’ Expectations for 2023 Are Muted
     Quoted: John R. Mousseau, CFA | Fri December 30, 2022
  • Politico | Labor market mystery: Why higher-income workers are hurting the most
     Quoted: David R. Kotok | Sat December 31, 2022
  • Market Commentary

  • Portfolio Update
     Author(s): David R. Kotok | Wed February 1, 2023
  • 50 Years & Cuba
     Author(s): David R. Kotok | Tue January 31, 2023
  • Cumberland Advisors Week in Review January 23 - January 27, 2023
     Author(s): Cumberland Advisors | Sat January 28, 2023
  • The FOMC for January 2023
     Author(s): Robert Eisenbeis, Ph.D. | Fri January 27, 2023
  • 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
    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
    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?