Cypress Capital Partners, LLC

Cypress Capital Partners, LLC is a registered investment advisor specializing in municipal bond portfolio management. Founded in 2006 and based in Chicago, Illinois, the firm caters to a diverse client base, including corporate executives, small business owners, and high net worth individuals. Their mission is to create customized municipal bond portfolios tailored to each client's objectives, goals, and tax status while maximizing after-tax returns. Cypress Capital Partners manages approximately $439,099,036 in regulatory assets under management on a discretionary basis as of January 1, 2024. The firm charges fees based on assets under management, ranging from 0.32% to 0.24%, with services including investment management, reporting, and tax monitoring. Cypress Capital Partners does not engage in performance-based fees and primarily serves high net worth individuals. Their investment philosophy emphasizes fundamental analysis for security selection and focuses on municipal bonds offering relative value within the market. The firm's investment strategies aim to mitigate various risks, including market, issuer, interest-rate, credit, prepayment, reinvestment, liquidity, inflation, and counterparty risks. Clients have investment discretion granted through the firm's advisory agreement, and accounts are reviewed quarterly for diversification and adherence to duration targets. Cypress Capital Partners does not compensate for client referrals and does not custody client assets, which are held by a qualified custodian.