CYPRESS WEALTH MANAGEMENT, LLC

Overview

Cypress Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm acts as a capital allocator for both high-net-worth households and institutional clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection of third-party advisers, pension consulting services and educational seminars. Investment emphasis is weighted toward pooled public funds and mutual funds as the primary building blocks of client portfolios, while the firm also allocates to third-party alternative managers to access strategies that sit outside traditional long-only equity and fixed-income exposures. Cypress is not described as an active ESG investor. They position themselves to combine model-driven public fund allocations with selective alternative strategies and third-party manager relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices