Asset Management

Investment Philosophy

The essence of investment management is the management of risks, not the management of returns. – Benjamin Graham

Cypress Capital is committed to providing prudent stewardship in managing financial assets. The firm’s primary focus is to improve risk-adjusted returns by managing risk and avoiding permanent loss of capital. Cypress is frugal and disciplined in its belief that risk assets aren’t attractive at every price, unlike traditional buy & hold approaches that remain fully invested in all market environments regardless of the risk-reward potential.

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Data-driven and informed by history.

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Focused on managing risk across the market cycle.

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Value sensitive - exposures driven by the margin of safety.

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Managing both assets and investor behavior

Portfolio Factsheets

Portfolios are available as separately managed accounts, model delivery, or through direct investment with Cypress Capital.

Equity Income

Select Dividend

Multi-Asset

Global Allocation

Multi-Asset

Global Equity & Income

Absolute Return

Asset Neutral

Income

Strategic Income

Equity

US Opportunity

GIPS Presentations

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