Cypress Capital Partners, LLC

Overview

Cypress Capital Partners, LLC is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm has been SEC-registered since 2006 and operates under a fixed-fee advisory model rather than a percentage-of-assets billing approach. Investment activity is concentrated on fixed-income strategies, with an explicit preference for state and local (municipal) bonds. That positioning points to a client proposition built around income generation, tax-aware planning for high-net-worth individuals, and capital preservation rather than equity-centric growth mandates. Cypress Capital Partners is not an active ESG investor and operates as a single-state adviser based on its regulatory profile.

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Location & Offices