Seeking, employing and communicating evidence-based investment principles and research are the core of our services to you.

Investing can at times seem overwhelming and daunting. If you examine your own life, you'll find that it is often the simple things that have proven to be the most successful. Investing is no different. However, it is easy to have your attention drawn to the wrong issues. These wrong issues, the noise, can derail your journey.

Academic studies and history prove that a low-cost, passive investment strategy outperforms the vast majority of active investors. Instead of trying to beat the market, our passive approach succeeds by investing in the market.

Cypress Asset Management, Inc. is one of a select group of investment advisors with access to institutional funds from Dimensional Fund Advisors (DFA), which applies proven academic research to portfolio management. We help our clients create a diverse portfolio across DFA's broad mix of asset classes.

Cypress Asset Management, Inc.'s clients have several distinct advantages:

Typical Investor Client

  • No defined plan
  • High Fees
  • Eggs in one basket
  • Short-term perspective
  • Sold products
  • Tax-inefficient
  • "Box" Product
  • Proprietary Strategies
  • Chose performance / Time market
  • Suitability relationship

Cypress Asset Management, Inc. Client

  • Investment Policy Statement – Written Plan
  • Low Fees
  • Diversified
  • Focus on the long view
  • Educated
  • Tax-sensitive and efficient
  • Customized Plan
  • Academic Evidence Based Strategy
  • Avoid behavioral mistake
  • Fiduciary relationship