Cypress Capital uses decades of institutional money management experience to produce portfolios with a purpose. Part psychology and part mathematical precision – the firm’s models use monetary conditions, valuation and investor psychology as statistical tools to determine whether risks in financial markets are growing larger. Momentum tools exist for protection against life changing volatility. Investment selections are designed with your goals in mind and reflect an institutional approach tailored to meet your specific needs.

In addition to proprietary models, Cypress relies on the ability to identify investment managers that meet their rigorous scrutiny. These “Other Smart People” have been identified for their ability to stick to a disciplined process and deliver results that fill a specific need in your investment plan. The combination of in-house statistical screening and premier outside managers creates a seamless team to help you reach your goals.