Advisors

National and regional brokerage firms, RIA firms, family offices, and consultants look to Cumberland Advisors for independent thinking and active asset management. We offer an array of investment styles that enable appropriate diversification across domestic fixed-income and global equity markets.

You want to grow your assets under management, Cumberland Advisors can help. 

John Mousseau explains what makes Cumberland Advisors your go-to for Asset Management.

  • Portfolio review and analysis for your clients 
  • Access to investment portfolio managers
  • Quarterly and annual account reviews
  • Conference or video calls with you and your clients 
  • Current market commentaries 
  • Independent analysis 

 

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Municipal Bonds Recent Performance Advisor discussion points

Municipal Bonds Recent Performance

Advisor Discussion Points.

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Are Municipal Yields Compelling Enough To Extend?

Are Municipal Yields Compelling Enough To Extend?

Tax-equivalent yields approaching and exceeding 10% for some investors

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Concerned About An Equity Drawdown? Your Bond Portfolios May Need An Adjustment Too.

Concerned About An Equity Drawdown? Your Bond Portfolios May Need An Adjustment Too.

In down markets, not all bond sectors are created equal.

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Could a Warsh Fed Create a Headwind for Agency MBS?

Could a Warsh Fed Create a Headwind for Agency MBS?

Federal Reserve Chair Kevin Warsh has long been critical of the Federal Reserve’s expansive balance sheet and, in particular, its large holdings of agency mortgage-backed securities (MBS).

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