Cypress Capital Management, LLC

Cypress Capital Management provides discretionary investment management and includes financial planning as part of its advisory services for individuals, high‑net‑worth clients, retirement accounts, trusts, foundations, small businesses and corporations. The firm reports managing roughly $121.7 million in discretionary assets across its client base and oversees client accounts on a discretionary basis.

The firm follows a “full‑cycle” investment approach, positioning portfolios based on macroeconomic cycle analysis and backtested sector performance, and applies fundamental, technical and cyclical analysis to individual security selection. Research and portfolio decisions are supported by paid third‑party subscriptions (notably Hedgeye for macroeconomic inputs and MarketSmith for company data), and the firm implements equity‑focused strategies including preferred stocks, closed‑end funds, ETFs and covered‑call option writing while generally avoiding bond allocations.

Cypress is notable for offering and documenting access to less‑common equity instruments—private placements, IPOs, SPACs and warrants—and requiring client acknowledgements for alternative investments. The firm also discloses principals’ use of affiliated private investment entities for personal investments, permits advisor personal trading subject to block‑trading procedures, and does not impose a minimum initial account value.