Cypress Praxis, LLC

Cypress Praxis serves a small, selective group of primarily high‑net‑worth individuals and families and provides discretionary portfolio management, investment planning, financial consulting, coaching, and education for U.S. and international clients. The brochure notes the firm manages client assets on a discretionary basis and offers ongoing monitoring and tailored account construction aligned with each client’s investment policy.

The firm uses a proprietary Strategic Portfolio Design™ process that emphasizes asset‑allocation policy, core/satellite portfolio construction, tax‑managed indexing, and selective use of no‑load mutual funds, ETFs, and occasional individual securities. Cypress places explicit emphasis on investor behavior and coaching as part of its collaborative planning and monitoring process, and it incorporates macroeconomic and manager monitoring into portfolio adjustments.

Noteworthy for an independent advisor, the brochure indicates the firm works with charitable and mission‑driven clients and highlights the principal’s long‑term pro bono service on nonprofit and education boards, suggesting experience advising nonprofit entities in addition to private clients. The firm presents itself as a long‑standing, tightly focused practice that limits its client roster, offers virtual family‑office capability for very large households, and does not accept performance‑based fees.