Cypress Capital

Cypress Capital is a registered investment advisor formed in Florida in March 2025 and owned jointly by Mary K. Clark and Erin McCarty. The firm provides discretionary investment management services on both a wrap fee basis (where a single bundled fee covers investment management, brokerage, and custody) and a non-wrap fee basis (where services are unbundled). In addition to portfolio management, Cypress Capital offers standalone financial planning, wealth coaching, and retirement plan consulting for employers. The firm uses a variety of investment strategies, primarily focusing on long-term and short-term purchases of exchange-traded funds, mutual funds, individual equities, and bonds. Cypress Capital does not impose any minimum fee or minimum account size for investment management services, though certain third-party programs they utilize may have their own minimums.