Cumberland Advisors

Cumberland Advisors is a fee-based investment management firm founded in 1973 by David R. Kotok and Sheldon “Shep” Goldberg. Headquartered in Sarasota, Florida, the firm manages approximately $3.35 billion in assets, focusing on active portfolio management. Its services include fixed-income securities, equity strategies through exchange-traded funds (ETFs), and economic research to inform investment decisions.