CYPRESS CAPITAL GROUP

Overview

Cypress Capital Group is a SEC-registered advisory corporation that provides portfolio management for individuals, small businesses and institutions. The firm charges fees based on a percentage of assets under management and identifies itself as a capital allocator with the ability to select other advisers and allocate to external managers. Its client base spans individual and family clients as well as institutional accounts. Cypress Capital Group does not describe itself as an active ESG investor and is not registered as a multi-state adviser. Advisory activity reported includes discretionary portfolio management for both individual/small-business and business/institution clients, and selection of other advisers. The firm has industry ties to banking or thrift institutions and trust companies, and its custodian relationships indicate a traditional wealth-management operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives