When evaluating a company as a potential investment, it is necessary to focus on the competitive advantages the business has. It is only fair, therefore, that we evaluate our business in the same way. Below we set out what we believe are Cypress' competitive advantages when it comes to providing best-in-class investment management services.
Our investment management process is based on the investment philosophy of leading academic researchers such as: Markowitz, Sharpe, Tobin, Fama, French, Black, Treynor, Kahneman, Brinson, Malkiel, Bogle, Ellis, Swensen and Samuelson. Our primary goal at Cypress Capital Management is to provide top-quality client service at a reasonable cost; where the best interest of the client is paramount.
Our investment management process is based on the investment philosophy of leading academic researchers such as: Markowitz, Sharpe, Tobin, Fama, French, Black, Treynor, Kahneman, Brinson, Malkiel, Bogle, Ellis, Swensen and Samuelson. Our primary goal at Cypress Capital Management is to provide top-quality client service at a reasonable cost; where the best interest of the client is paramount.
Services
Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers.
While individual circumstances vary, our clients are primarily concerned with maintaining and growing the purchasing power of their capital. We typically manage several accounts for each client, including registered and non-registered accounts which allows us to manage an individual's total portfolio in the most tax effective manner possible.
At Cypress Capital Management we believe that the model we have implemented is the best way to ensure that our clients meet their investing goals. Each portfolio is tailored to the client's specific circumstances; taking into account other assets, liquidity requirements, time horizons and any other relevant considerations.
At Cypress we believe that one of the most important (if not the most important) aspects of our job as portfolio managers is to educate prospective and existing clients on investing. We strive to give our clients a firm understanding of the fundamentals of how capital markets work and to ensure they appreciate the difference between 'investing' and 'trading'.
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