Cyclus Wealth Management

Overview

Cyclus Wealth Management is a privately owned corporate adviser that provides portfolio management services primarily for individuals, families and small businesses, with some institutional clients as well. The firm charges both percentage-of-assets and fixed fees. It does not identify as an active ESG investor, does not operate across multiple states, and does not function as a capital allocator or pension consultant. Advisory activity is focused on discretionary portfolio management rather than running pooled investment vehicles.

Assets & Accounts

Investments & Alternatives