Cypress Capital Group

Cypress Capital Group, Inc., a Registered Investment Adviser established in 1988, offers investment advisory services focusing on individual security management across various asset classes. The firm develops customized portfolios based on client risk tolerance, investment horizon, and income requirements. Clients have the option to place restrictions on investments. Cypress Capital Group provides discretionary advisory services directly to clients and also engages its affiliate, Cypress Bank & Trust, as a sub-advisor. The firm follows a fiduciary standard, acting in clients' best interests, especially in IRA rollover recommendations. As of March 19, 2025, the firm manages $57,021,162 in client assets on a discretionary basis. Fees for investment management services are charged monthly based on assets under management, with negotiable rates. Cypress Capital Group does not accept performance-based fees or engage in side-by-side management. The firm serves various types of clients, including individuals, high net worth individuals, retirement accounts, and institutions, without imposing a minimum account size. Investment strategies include equity and fixed income securities, with a focus on risk management and client-specific objectives. Clients have the option to direct brokerage transactions and proxy voting. Cypress Capital Group maintains a Code of Ethics and provides transparency on its brokerage practices and financial information.