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

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

Leyland Cypress provides Investment Monitoring and Recommendation Services to individuals, families, trusts, estates and small institutions, offering discretionary portfolio management across traditional and alternative asset classes including domestic and foreign equities, fixed income, ETFs, private funds and REITs. The firm reports approximately $2.15 million in assets under management across 14 discretionary accounts for 11 clients and is operated by a small team of two advisors. The firm follows a structured, client-tailored process — onboarding questionnaires, goal-setting, risk/return profiling, asset allocation modeling and ongoing monitoring — and makes buy/sell/hold recommendations based on its valuation methodology. Its stated primary strategy is quantitative ETF arbitrage, and it provides daily monitored account updates through a secure portal along with quarterly performance reports to clients. Notable disclosures in the brochure include formal affiliations with another registered adviser (Life Unlocked Partners LLC) and with a law practice (LSK Legal, A Professional Law Corporation), with the firm stating that any potential conflicts from those relationships will be disclosed and managed. The combination of a quantitative ETF-arbitrage focus, frequent performance reporting and the firm’s small scale and minimum-account policy differentiates Leyland Cypress from many of its peers.

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