How does the advisor help clients – Key Takeaways:
Cypress Investment Management, LLC is a trusted financial partner for clients seeking expert advice and guidance in managing their wealth. As an independent registered investment advisor (RIA), the firm prides itself on providing personalized and unbiased solutions tailored to each client’s unique financial goals and needs.
- Offers comprehensive financial planning, investment management, and retirement planning services
- Utilizes a disciplined and proactive approach to portfolio management
- Fosters long-term relationships built on transparency, trust, and integrity
Facts and Insights:
Cypress Investment Management, LLC was founded in 2005 and is based in New York City. The firm currently manages over $1 billion in assets and has a team of 8 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 8 | 15 years |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Wealth management
- Portfolio analysis
Client Types:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Trusts and estates
Fees & Compensation:
Cypress Investment Management, LLC is a fee-only firm, meaning they do not receive commissions for recommending certain investments or products. Instead, the firm charges a percentage of assets under management, which incentivizes them to help their clients grow their wealth.
Background:
The team at Cypress Investment Management, LLC has a combined experience of over 50 years in the financial industry. They are highly educated and hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
The firm prides itself on staying up-to-date with the constantly changing financial landscape and utilizes the latest technology and research to provide the best possible solutions for their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Cypress Investment Management, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This includes providing full disclosure of any potential conflicts of interest and always putting their clients’ needs above their own.
Additionally, the firm has a clean record with no disciplinary actions taken against them by regulatory agencies.