CYPRESS ASSET MANAGEMENT INC

Overview

Cypress Asset Management Inc is an SEC-registered advisory firm that focuses on equity-centered portfolio management for both individual and institutional clients. The firm has an explicit preference for exchange-traded equities and runs concentrated, equity-heavy strategies—their public filings show a clear tilt toward large-cap, growth-oriented positions with technology names among the largest weights. Investment mandates emphasize discretionary portfolio management delivered on a percentage-of-AUM fee schedule, and the firm serves a mix of individual/family and institutional accounts. Their allocation approach blends a core equity sleeve with tactical and satellite exposures. Equities appear to be the primary return engine while third-party alternative managers and selected income instruments are used to broaden diversification, hedge inflation risk and offer non-correlated sources of return where appropriate. Cypress is not flagged as an active ESG investor in filings and is structured as an individually owned corporation that has been operating since the mid-1990s.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices