A complete list of active advisors currently associated with Cypress Capital, LLC

Warmer can help you find a great advisor at Cypress Capital, LLC or one who fits your needs even better.

Cypress Capital, LLC is a registered investment adviser that serves individuals (including high-net-worth clients), retirement plans, trusts, estates and charitable organizations; the firm manages approximately $426 million on a discretionary basis and operates with a nine-advisor team. Its services include financial planning, discretionary portfolio management, retirement-plan consulting, sub‑adviser and model‑portfolio services, research reports, and estate distribution assistance. The firm works with each client to develop a Financial Profile and an Investment Plan and typically implements those plans on a discretionary basis, allocating among proprietary models and individual securities tailored to the client’s goals and risk tolerance. Investment decisions combine quantitative and qualitative analysis across several named models (for example Global Allocation, Select Dividend, Strategic Income, US Opportunity, Asset Neutral and Technology & Innovation), and certain strategies may use option overwriting, hedging, or other derivatives as part of risk‑management or income objectives. Noteworthy aspects of Cypress Capital relative to many peers include a paid subscription research and commentary offering and a regular published weekly market digest, participation in a paid endorsement/referral arrangement (the SmartVestor program) that generates marketing leads, and active roles as a sub‑adviser and model provider to third‑party platforms and wrap program arrangements. The brochure also emphasizes the firm’s explicit use of separate account managers when appropriate and the documented use of options and hedging techniques in designated models and separately managed strategies, practices that are less common among comparable team firms.

To learn more about the advisors currently working at Cypress Capital, LLC, 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.