Cypress Asset Management, Inc. is a SEC Registered Investment Advisor. Cypress
provides financial planning and investment advisory
services to financially established individuals,
trust funds, retirement plans, non-profit organizations
and fiduciaries. We founded our firm in 2002 and
are based in Peoria Heights, Illinois.
An independent, fee-only advisor,
Cypress stands apart in an industry crowded with
conflicts of interest. Our independent status is
unique and allows us to remain impartial in our
advice. We accrue no benefit from brokerage services,
commissions, finder fees, or product sales of any
kind. Thus, we are free to focus strictly on developing
and implementing financial plans and disciplined
investment strategies.
Cypress clients are neither
speculative nor high-risk investors. Rather, each
is concerned with preserving capital, growing assets,
and avoiding the myriad risks that abound in today’s
investment environment. They understand the folly
of attempting to predict short-term trends, having
chosen instead to steadfastly focus on long-term
planning and results.
After working through
our comprehensive planning process, Cypress clients
have a clear understanding of risk and return, a
lower level of tax exposure, and an integrated investment
strategy. Their financial affairs are better organized,
their investment expenses usually decline, and they
have a clear and concise plan to guide their estate
through multiple generations.
