Cypress Asset Management Inc/tx
Cypress Asset Management Inc. is an independent investment advisory firm headquartered in Houston, Texas. Founded in the 1990s, the firm manages assets for high-net-worth individuals, retail investors, institutions, charitable organizations, and corporations. With a small team of approximately 3-5 investment professionals, Cypress Asset Management provides personalized discretionary portfolio management and investment advisory services, emphasizing client-tailored strategies for long-term asset growth.
Investment Strategy
Cypress Asset Management focuses on creating customized, long-term investment portfolios for clients, utilizing a predominantly discretionary management approach. The firm invests in a diversified mix of equities—favoring large-cap U.S. stocks such as Microsoft, Apple, NVIDIA, and other major companies—along with fixed income and other asset classes, adjusting allocations based on market conditions and individual client objectives. Their philosophy centers on long-term growth, risk management, and preserving client capital, with fees charged on an asset-based structure. They serve a variety of client types, primarily high-net-worth individuals but also including other investors, nonprofit entities, and businesses.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.91% | $28.7M | 181,639 | $13.86 | $157.99 | +$9.1M |
M MSFT | MICROSOFT CORP | 6.42% | $26.7M | 53,599 | $134.50 | $497.41 | +$6.6M |
A AAPL | APPLE INC | 5.53% | $23.0M | 111,863 | $26.16 | $205.17 | -$2.2M |
A AVGO | BROADCOM INC | 4.65% | $19.3M | 70,138 | $97.40 | $275.65 | +$8.0M |
L LLY | ELI LILLY & CO | 4.31% | $17.9M | 22,944 | $117.37 | $779.53 | -$646.2K |