Cypress Asset Management, Inc.

Overview

Cypress Asset Management, Inc. is an independent registered investment adviser that serves individual and family clients with a fee model that combines a percentage of assets under management and fixed fees. The firm is owner-operated and functions as a capital allocator, selecting strategies and outside managers rather than acting solely as a transactional broker. Its advisory scope covers financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support and the selection of other advisers. Cypress is not an active ESG investor and does not identify as a multi-state adviser; it registered with the SEC in 2024. Investment activity at the firm is centered on pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented with separate account strategies and selectively deployed alternative allocations. The firm’s preference for mutual funds suggests an emphasis on diversified, manager-driven exposures that can be implemented efficiently through custodial platforms and models. As a capital allocator the firm also sources private placements and real estate opportunities to complement the public-fund sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices