TAILORED PORFOLIOS
We tailor each client’s portfolio using individual stocks & bonds. Meaning, there is no third party portfolio manager selecting the investments. Those decisions are made locally, based on a fundamental, balance sheet approach.
FIDUCIARY
As Independent Advisors we are compensated through fees, not commissions, putting us on the same side of the table as the client. We, as fiduciaries, take pride in our hands-on approach. This allows us to give the individualized attention necessary to tailor portfolios to fit the needs of our diverse clientele.
NO MIDDLE MAN
We do not outsource client funds to third-party managers or mutual funds. Rather, we do our own extensive research and analysis on the markets and individual stocks right here at our office in Sheridan. This allows us a “hands on” approach and also allows us to keep fees to a minimum for our clients.”
RISK MANAGERS
Our Risk Management approach is different from what you’re accustomed to. We combine macroeconomic research, fundamental and and quantitive data to mitigate risk with our client portfolios.
EYE-TO-EYE
We are business owners just like you. We understand and relate to the issues of employees, benefit costs, inventory, cash flow, day-to-day operations, we are uniquely aligned with you the owner, to help grow and manage your wealth.
INVESTMENT PHILOSOPHY
Cypress Capital Management, LLC was founded on the principals of fundamental investing, which is still the foundation of our investment philosophy today.