A complete list of active advisors currently associated with Cypress Asset Management Inc

Warmer can help you find a great advisor at Cypress Asset Management Inc or one who fits your needs even better.

Cypress Asset Management is an independent SEC‑registered adviser that manages approximately $455.8 million for roughly 71 clients, serving individuals, families (including IRAs), trusts, estates, small businesses, charitable organizations and pension/profit‑sharing plans. It provides separately managed portfolio management across several equity and fixed‑income strategies and also acts as a third‑party investment manager for other brokers, custodians and trust companies. The firm follows a long‑term, fundamentals‑driven investment approach, emphasizing income, cash flow, balance sheet strength and competitive advantages, with most holdings held on a multi‑year horizon and research conducted primarily in‑house. Strategy offerings include Growth & Income, Core Growth, Energy & Natural Resources, Enhanced Yield Dividend and fixed income, and accounts are customized (not pooled) with uninvested reserves typically held in custodian money‑market vehicles. Distinctive features include a relatively large asset base managed by a compact advisory team and an explicit role providing sub‑advisory services to broker‑dealers and trust companies (including Raymond James and Kovack) under negotiated fee‑sharing arrangements. The firm disclaims custody, does not sell commissioned products or publish research, uses a mix of billing arrangements (primarily fees in arrears but one custodian bills in advance with custodian reimbursement on termination), and does not vote client proxies, practices that set it apart from many peers.

To learn more about the advisors currently working at Cypress Asset Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.