Our
Services
Cypress manages investment portfolios across all account types (Trusts, Personal, Corporations, Charities, Registered). The management fee is inclusive of all trading, reporting and custody.
Portfolio managers work closely with clients to determine objectives, but the day-to-day decisions are the responsibility of the manager. Our focus is on individual bonds, equities and exchange traded funds (ETFs), however, there are few restrictions on the types of assets we can hold on behalf clients.
Where necessary, Cypress works closely with outside lawyers, accountants and financial planners to develop and execute tax and estate planning strategies deemed to be in the client’s best interests.
The portfolio managers developing and implementing the investment strategies are the same people communicating directly with clients. This ensures managers are fully aware of unique client circumstances and allows clients to become more comfortable with their underlying portfolio.
We offer independent, unbiased investment management services to high-net-worth clients. We typically manage multiple accounts for each client, including both registered and non-registered accounts, which allows us to approach portfolio management in a comprehensive and tax effective manner. Private clients include individuals, families, foundations, and businesses. We are proud that most of our clients are referred to us by existing clients.
Becoming a Cypress client of means partnering with a team that takes a holistic and tailored approach to your financial management. We focus on understanding your complete financial picture and delivering objective, personalized advice aligned with your goals. We list below what you can expect when you begin your investment journey with Cypress.
Costs, including management fees and commissions, can have a material impact on an investor’s return.
At Cypress we strive to provide genuine value to our clients, and our competitive fee structure reflects this goal.
Clients receive monthly statements from our third-party custodial partner. Cypress produces quarterly portfolio reports which include an overview of account holdings along with a comprehensive market summary. Annually, Cypress provides a complete tax and performance summary. All statements are available electronically.
0%
per annum on
assets up to $1M
0%
per annum on
on the next $1 million
in assets
0%
per annum on
on the next $3 million
in assets
0%
per annum on
the balance
Connect with one of our experienced advisors today and discover how Cypress Capital Management can help you achieve your portfolio goals.