Cypress Asset Management Inc/tx

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.