CYPRESS CAPITAL

Overview

Cypress Capital is an independent registered investment adviser structured as a limited liability company that serves both individual and institutional clients. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it delivers financial planning, portfolio management for individuals and businesses, pension consulting and educational workshops. Cypress Capital operates predominantly as a discretionary manager: nearly all assets reported are managed on a discretionary basis, which points to a portfolio-management-first model rather than a pure advisory or referral practice. Investment approach tilts toward conventional packaged funds: public funds and mutual funds are the single largest asset class under management, but the firm also integrates third‑party alternative strategies. Cypress Capital identifies as an active ESG investor, which suggests sustainability and ESG screens or managers play a role in security and manager selection across core portfolios. The firm is not set up as a capital allocator and does not report related-adviser or multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices