Cypress Investment Management (CIM) provides investment management services to pooled investment vehicles (Funds). CIM manages each Fund based on the investment objectives, policies, and guidelines set forth in the Fund's documents, not based on individual investor needs. Investors in the Funds are generally not permitted to impose restrictions or limitations.
Assets Under Management$290M
Clients129
AdvisorsN/A
Avg. per Client$2.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Cypress Investment Management does not directly manage investments for individual investors. They manage pooled investment vehicles (Funds). The firm is entitled to an allocation of net profits earned by each of the Funds, generally ranging between 15% and 20%.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.