Cypress Capital Group builds and manages customized portfolios of individual stocks and bonds tailored to each client's specific risk tolerance, investment horizon, and income needs. Operating since 1988, Cypress Capital Group develops personalized portfolios across various asset classes, including equities, fixed income securities, and mutual funds. The firm works with individuals, high-net-worth clients, trusts, estates, and retirement accounts. Cypress Capital Group operates alongside its affiliate, Cypress Bank and Trust, which provides administrative support and acts as a sub-advisor for certain accounts. Client portfolios are actively managed on a discretionary basis, meaning the team makes day-to-day investment decisions on the client's behalf based on agreed-upon strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Rates shown apply to portfolios holding stocks and bonds or all stocks. For portfolios holding 100% bonds, the rates are: first $20M at 0.35%, next $30M at 0.30%, and over $50M at 0.25%. There is an annual minimum fee of $8,500. Fees are negotiable.