We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
The skeleton in the closet of the investment industry is that the average investor is failing - failing to achieve goals and failing at investing. Studies of average individual investor returns paint a clear picture of investor failure. When not committed to a tried and tested strategy, individual investors consistently buy high and sell low. It is human nature to panic during volatile periods and chase returns in good periods.
Cypress Capital works hard to protect clients from life-changing, emotional investment decisions. The ability to understand many types of risk combined with experience in guiding clients through many turbulent markets allows clients to weather the storms and stay focused on fulfilling life goals. Cypress Capital’s financial planning process, asset allocation modeling, portfolio construction and optimal service procedures are combined in a powerful way to help the clients of Cypress avoid investor pitfalls that could leave them short of reaching their financial well-being.