Cypress Assets Management is
an Investment Advisor founded in 2002 and dedicated
to investors seeking long-term growth of their investment
assets. Our clients include individuals with taxable
portfolios, IRA rollovers, and trusts, as well as
corporations seeking fiduciary management of retirement
plans.
We employ an "indexed", or
"asset class", investment strategy to diversify
among U.S. and foreign stocks and bonds according
to the unique risk/return objectives of each client.
These objectives are determined after an in-depth
review of the historical returns of each asset class
and combinations of the asset classes, and the investment
time horizon and risk tolerance of each client.
We make every effort to reduce
the costs associated with our managed portfolios
by utilizing institutional index funds, negotiating
the lowest fees to buy and sell funds through designated
custodians, and by offering competitive fees for
our services.
Michael Mahoney is CFP & Principal
of Cypress Assets Management.
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