Cypress Asset Management Inc

Frank Lee is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has been with Cypress Asset Management Inc. since 1996. Cypress Asset Management, Inc. is an independent adviser providing separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and manages a range of distinct strategies while accommodating client-imposed investment restrictions.

William Garwood is a financial advisor at Cypress Asset Management Inc with 22 years of industry experience. He holds a Series 65 credential and has been with Cypress since 1996. Outside of his advisory role, he is a passive equity owner and limited partner in industrial construction and holding companies. Cypress Asset Management, Inc. provides separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental equity investing with a focus on income, cash flow, balance sheet strength, and competitive position, managing a range of distinct strategies tailored to client objectives.

William Garwood is a Series 65-licensed financial advisor with Cypress Asset Management Inc. in Houston, TX, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he manages operations at W2 Development Partners, a land development business. Cypress Asset Management, Inc. is an independent investment adviser providing separately managed portfolios to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and offers distinct strategies tailored to client objectives, managing a substantial asset base with a small advisory team.