Sarasota, FL Office

Cypress Capital Group provides investment advisory and portfolio management services to individuals (including high‑net‑worth clients), retirement accounts, trusts, estates, and other entities. The firm manages roughly $57 million in client assets and serves a relatively small client base through customized advisory relationships.

The firm constructs individualized portfolios of individual equities and fixed‑income securities, using a team‑driven process that combines quantitative screens and qualitative research into a Focus List and Monitor List overseen by an investment committee that meets approximately twice per week. Client portfolios are built from investor profile information (risk tolerance, horizon, income and tax considerations) and reviewed periodically, with fixed‑income allocations generally implemented through targeted purchases and diversified instruments.

Notably, Cypress Capital Group is affiliated by common ownership with a state‑chartered bank and trust company that serves as a sub‑advisor, corporate trustee, and provider of operational and administrative services, and several portfolio managers also hold roles at that affiliated bank/trust. The firm has recently restructured its offerings—discontinuing certain licensed quantitative strategies—and disclosed a change in regulatory registration status tied to asset levels, changes that reflect active adjustments in its business relationships and oversight.