While individual circumstances vary, our clients are primarily concerned with maintaining and growing the purchasing power of their capital. We typically manage several accounts for each client, including registered and non-registered accounts which allows us to manage an individual’s total portfolio in the most tax effective manner possible.
Our private client mandates include managing portfolios for individuals, families, foundations and businesses. We work closely with our clients to determine objectives, risk tolerance and review any considerations that are relevant to the portfolio management process. Portfolios are managed on a discretionary basis, but we are in regular contact with clients to ensure the asset mix and specific holdings remain appropriate.
Those interested in learning more about our investment process and philosphy are encouraged to review the Investor Education section of this website or to contact Brian Alexander at firstname.lastname@example.org.
At Cypress we have extensive experience managing Canadian institutional equity mandates including: General Canadian Equity, Small-Cap, Real-Estate, High-Yield, Income and Oil & Gas. We are proud of our performance and are happy to discuss specifics with those institutions looking for an experienced Canadian equity manager with a proven track record. Please contact Michael Fricker email@example.com should you need further information.