Cypress Path Capital, LLC

Cypress Path Capital is a small, state-registered advisory firm that serves primarily individual and high-net-worth clients as well as select corporate, charitable and retirement-plan clients, providing discretionary portfolio management and financial planning services. The firm emphasizes written investment policy statements and ongoing monitoring to align portfolios with clients’ objectives, time horizons and risk tolerances.

The firm applies a mix of fundamental, technical, cyclical and mutual fund/ETF analysis and offers strategies labeled for growth and preservation of capital; it may use ETFs, mutual funds and fixed income alongside active trading tools such as options and, at times, inverse and leveraged ETFs. CPC seeks to exercise discretion for trading and allocation but documents client risk profiles and may implement hedging or tactical positions consistent with those profiles.

Distinctive operational features include a $500,000 typical account minimum and a compact advisory team that manages roughly $81.6 million across about 61 clients, reflecting a focused client roster. The firm uses trade-date valuations and Black Diamond billing (which can differ from custodian reports) and requires clients receiving ongoing planning to use a third-party payment portal, while waiving planning fees when clients engage the firm for investment management.