Cumberland Advisors

Cumberland Advisors

Our firm invests money in fixed income, equity, and balanced strategies that we create. We serve financial advisors, individuals and institutional clients. We believe in independent thought, active management and have built a culture of client service since our doors opened in 1973.

Sobre Cumberland Advisors

Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL. Originally founded in 1973, the firm has clients nationwide and internationally. The firm has a wealth preservation bias and conservative investment orientation to manage both risks as well as returns. The complete investment philosophy and strategy is available under Investment Strategy. Cumberland Advisors is a dedicated fee-for-service only asset manager joining market leading knowledge, analysis, and management with very low fees.

Equipe

David R. Kotok
Chairman & Chief Investment Officer
John R. Mousseau, Cf...
President, Chief Executive Officer, & Director of...
Matthew C. Mcaleer
Executive Vice President & Director of Equity Stra...
Mark Myers
Chief Operating Officer
Daisy Lopez
Executive Vice President of Operations
Phyllis Streit
Managing Director & Chief Financial Officer

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