Cypress Point Financial Advisors

Overview

Cypress Point Financial Advisors is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm charges fees based on a percentage of assets under management and provides core advisory services including financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Cypress Point does not identify as a multi-state or pension consultant adviser and is not flagged as an active ESG investor or as a capital allocator; its business model centers on discretionary and non-discretionary wealth management rather than operating third-party alternative asset platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices