Cypress Strategies

Cypress Strategies, operating as Cypress Advisory Group, LLC, is a financial advisory firm based in Scottsdale, AZ. Established in 2014 by Geoffrey Grenert, the firm offers asset management services tailored to individual client needs, emphasizing continuous supervision and quarterly portfolio reviews. Additionally, they provide financial planning and consulting services covering various financial aspects like investment, retirement, estate planning, and more. The firm manages $123,288,236 in discretionary assets as of 12/31/2024. Clients can expect a fee structure based on a percentage of assets under management, ranging from 1.35% to negotiable rates for asset management, and hourly or flat fees for financial planning services. Cypress Strategies utilizes fundamental analysis and various investment strategies, including long-term purchases, short-term purchases, short sales, margin transactions, and option writing. The firm does not accept performance-based fees and requires a minimum household balance of $500,000 for asset management services. Clients have the option to provide investment discretion, and the firm does not accept proxy authority to vote client securities. Cypress Strategies does not provide financial information in the brochure due to specific criteria not being met. For more details, clients are encouraged to contact the firm directly.