Cypress Capital Management provides quality, independent portfolio management services for both individual investors and corporate clients.
At Cypress, the best interest of the client is paramount. Our primary goal is to provide quality investment services at a reasonable cost.
We are committed to being honest and transparent regarding return expectations, risks, fees, and our capabilities as investment managers.
Cypress manages investment portfolios for all account types including Trusts, Personal, Corporations, Charities, and Registered accounts.
Our portfolio managers work closely with clients to determine their long-term investment goals allowing us to to construct the appropriate portfolio for the clients’ specific circumstance. Regular portfolio monitoring and rebalancing is handled by the portfolio manager.
Our private client mandates include the management of portfolios for individuals, families, foundations, and businesses. Portfolios are managed on a discretionary basis, with regular client communication to ensure asset allocation and holdings remain appropriate.
We have extensive experience managing Canadian institutional equity mandates, including General Canadian Equity, Small-Cap, Real Estate, High-Yield, Income, and Oil & Gas strategies. We welcome the opportunity to discuss our track record with institutions seeking an experienced Canadian equity manager.
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Asset Under Management (AUM) as of March 31, 2026.
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Years in operation
Combined years of portfolio management experience
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Number of clients served since our inception
Please see below for examples of the relevant client reporting information.
Our quarterly report outlines our views on the current state of the market. Click to download our most recent quarterly report.
Short description of what this statement is or how often it gets updated. Click to download our most recent quarterly report.
Short description of what this statement is or how often it gets updated. Click to download our most recent quarterly report.
Does Cypress have an account minimum to become a client?
No. If the client is the right fit we are happy to have them as clients. If people are nice to deal with then we want to deal with them.
How is Cypress different from other portfolio managers?
Client education. A key differentiator for Cypress is ongoing client education about markets, return expectations, risk and volatility. The biggest mistakes in investing stem from behavioural mistakes that are best avoided through education.
Who is Cypress’ primary regulator?
Cypress is registered with, and regulated primarily by, the B.C. Securities Commission.
What other services does Cypress offer?
Cypress is focused primarily on investment management services. We work with outside accountants, lawyers and financial planners where necessary, but do not employ these professionals in-house.
What are the biggest mistakes investors make?
The two biggest mistakes investors make are: 1) failing to think long-term and 2) conflating risk with volatility.
How is Cypress different from the big banks?
We have no affiliation or pressure from anyone to buy specific investment products. We only invest in what we believe is appropriate for the client.
How quickly can I get my money out if I need it?
Clients can withdraw funds from their investments whenever desired. There are no lockup periods and typically funds can be sent to the bank account within a few business days.
Does Cypress offer ESG or responsible investing?
Yes, we can integrate ESG mandates into portfolios or exclude certain sectors (fossil fuel, tobacco & alcohol, etc).
Does Cypress have custody of the assets?
No. Cypress uses third-party custodians, primarily Raymond James. All custodial fees are included in the fee clients pay to Cypress.
Are managers available to speak directly to clients?
Yes, portfolio managers are available to speak directly to clients. There are no layers between the client and the individual making the investment decisions.
How are fees calculated?
One quarter of the annual fee percentage is charged quarterly in arrears based on the total market value of assets. Fees in non-registered accounts are tax deductible. Family assets are pooled together for the purposes of calculating fees. This allows for family groups to take advantage of the reduced fees on larger asset totals.
“Investing is dazzling in its complexity, but the main messages are few and easy to understand.”
— Charles Ellis,
Author of
Winning the Loser’s Game
Successful long-term investing starts with a focus on fundamentals. We provide our clients with the key principles that guide our investment approach.
Connect with one of our experienced advisors today and discover how Cypress Capital Management can help you achieve your portfolio goals.