Cypress Capital Management, LLC, is an independent investment advisory firm, registered with the SEC and located in Wilmington, Delaware. Our firm manages investment portfolios for individuals, trusts, retirement plans and endowments.
Preservation of capital is the foundation of Cypress Capital’s investment philosophy. Cypress supervises assets with emphasis on above average income, more limited volatility and risk with prospects for reasonable capital growth. Our balanced investment approach is designed to avoid major loss of principal while maintaining the flexibility to profit in advancing market cycles. We strive to achieve positive results by shifting the asset mix to capitalize on our analysis of macroeconomic trends.
All accounts are individually managed in accordance with client’s investment objectives. Cypress offers a high level of client service, including individual meetings, detailed reporting and quarterly bulletins covering the firm’s outlook on the economy and its current investment strategy.
Wealth Management & Investment Services
- Conservative Portfolio Management Style
- Strategic Balanced Asset Allocation Process
- Disciplined Investment Strategy
- Individuals, Trusts, IRA’s, Endowments & Foundations
- Personalized Service and Communication
- Cost Effective Portfolio Management
For more information 302-429-8436