Cypress Asset Management, Inc. is one of Peoria’s largest registered investment advisory firms managing or consulting on over $100 million. Since 2001, Cypress Asset Management, Inc. has been providing investment services to wealthy families, corporate retirement plans, endowments, and foundations throughout Central Illinois.
All services are offered on a fee-only basis. Cypress Asset Management, Inc. does not sell proprietary products or accept commissions. The fee-only structure allows a non-conflicted approach to investment selection and recommendations.
We work hard to help simplify our clients’ financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their more important financial goals with cost-efficiency and reliability.
We believe in evidence based investing, rooted in academic research and economic logic, not wall street forecast or intuition.
Our boutique structure provides customized solutions, frequent communication and the ability to accommodate unique service needs.
Mike Mahoney is the founder and managing principal of Cypress Asset Management. He holds a B.A. in Business Management from the University of Tampa and has been a Certified Financial Planner (CFP) since 1992.
Mike has 25 years in the securities and financial services industry. His focus is in asset allocation, retirement planning and development of investment strategies for pension plans, corporations, and affluent individuals. He held his Series 7 NASD license from 1985 to 2000.
Michele joined Cypress Asset Management in January 2008 as a client relationship specialist. She holds a bachelor's degree in Actuarial Science - Mathematics from Bradley University. Michele’s primary role is assisting with our individual client’s accounts.
Prior to joining Cypress Asset Management, she was a client service associate for Alliance Benefit Group of Illinois administering defined benefit and traditional retirement plans
Ryan joined Cypress in 2012 to enhance and expand our communications across various mediums. In his role as Communications Associate, Ryan creates educational resources for clients, prospective clients, and the general public. His goal is always the same: to explain the science of prudent investing in a manner that is engaging, simple, and relevant. Stories, not lectures; conversations, not soliloquies.
Ryan is an avid reader, long-time guitarist, and budding traveller. Soon he will (hopefully) claim to know the ins and outs of photography and Spanish. As with investing, so too with life: Diversification is key. Step accordingly.