Cypress Asset Management Inc

Cypress Asset Management, Inc. is an independent investment advisory firm based in Houston, TX, established in 1996. The firm caters to individuals, trusts, estates, small businesses, charitable organizations, and pension and profit-sharing plans. Cypress offers various investment strategies, including Growth and Income equity, Core Growth equity, Energy and Natural Resources equity, Enhanced Yield Dividend, and Fixed Income strategies. Client accounts are separately managed, and all client assets are held at a custodian chosen by the client. Cypress does not act as a custodian and clients maintain control of their assets. The firm's investment approach focuses on long-term investments based on fundamental analysis of companies and industries. Cypress does not manage accounts with performance-based fees and has not been involved in legal or disciplinary events. The firm has a minimum account size of $500,000, with fees based on assets under management. Clients have the option to pay fees quarterly in arrears or have fees deducted from their assets. Cypress does not receive any portion of trading fees charged by the executing broker. The firm accepts discretionary authority for trading client accounts, with clients required to execute a limited power of attorney for this purpose. Cypress does not vote proxies for client securities. As of December 31, 2024, Cypress manages approximately $413,638,146 in assets for around 107 clients, with assets managed on a discretionary basis.