If you’re the leader of a nonprofit organization, what are you looking for in an advisor?
You will find all of these qualities at Cypress Asset Management.
Cypress provides fee-only investment management, and as a Registered Investment Advisor firm, we are legally held to a fiduciary standard. All clients are served by a dedicated team that has long tenure working with nonprofit organizations. Cypress also employs a low-cost investment strategy that gives clients the best chance of achieving their goals within their risk tolerance. Our strategy is supported by the Uniform Prudent Management of Institutional Funds Act (UPMIFA).