Cypress Point Financial Advisors

Overview

Cypress Point Financial Advisors is an independent, fee-based registered investment adviser that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals, small businesses and institutional clients on a percentage-of-AUM fee model. Investment activity is centered on pooled public funds and mutual funds rather than concentrated single-stock strategies; discretionary authority covers the majority of assets under management, but the firm also retains a meaningful non-discretionary sleeve for some clients. Cypress Point does not identify as an ESG-focused allocator and operates from a single-office structure under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices