We understand that wealth can sometimes feel like a burden, rather than an opportunity. Details, decisions, taxes, laws, markets and the endless line of commission based agents and brokers can be hugely intimidating.
We partner with you to help you provide clear directions, consistent with your larger mission, to all those who assist in managing your wealth. We work with your existing advisors to ensure your higher goals and deepest beliefs are the driving force behind your wealth strategies.
Cypress Partners blends large-firm resources with the hands-on attention of a boutique firm to deliver leading-edge financial strategies tailored to the specific needs and objectives of our clients. Our strength lies in our close client relationships supported by the following partners:
dimensional fund advisors
DFA is more than an investment management firm; it’s a community of academic and business leaders exploring the science of finance. DFA’s mission is to deliver the performance from capital markets and increase return potential through state-of-the-art portfolio design and trading strategies.
DFA is a strategic partner for the equity portion of Cypress Partners’ portfolio management program because of its team of experienced professionals, design and management of proven quantitative and academic based strategies and Nobel Prize-winning research.
DFA is one of the largest independently owned institutional investment management firms in the world. Founded in 1981, it currently manages more than $400 billion of investment assets exclusively for institutional investors and clients of approved independent financial advisors.
Asset Dedication is a leader in designing portfolios for predictable income and is a Registered Investment Advisor (RIA) firm based in San Francisco. The firm provides sub-advisory services based on a proprietary investment strategy, creating precision-engineered portfolios directly linked to an individual’s lifetime financial plan.
Charles Schwab, one of the nation’s leading providers of financial services, is our preferred custodian because of its financial strength, professional services, competitive trading fees and conservative management. It oversees $1.5 trillion in client assets and understands that success depends on trust and client confidence.
In today's investment environment, trust in the security of your investment adviser is paramount. That is why we maintain your accounts according to the following principles unless specifically directed otherwise by the client:
- All accounts are in the investor's name(s), and all securities are held at a trusted custodian, such as Charles Schwab; Fidelity Brokerage Services or TD Ameritrade.
- Official monthly account statements are generated independently by the custodian, not us.
- We do not accept checks made out to us or cash. All checks are made out to the custodian.
- Clients can see every account transaction we make online at the custodian's website. Your account is not commingled with any other accounts.
In this era of heightened security concerns, we wanted you to know these facts. Please feel free to contact us to view a copy of a custodial statement.