Cypress Trust Company exclusively provides trust administration and investment management services.
As a boutique trust and investment management firm, we have the ability to customize our services to fit the unique needs, preferences, and family dynamics of our clients. We do not have a “one size fits all” philosophy.
We invest the time required to fully understand what our clients are trying to achieve, to develop unique solutions that meet their individual needs, and to meticulously execute the strategies that have been agreed upon.
All Cypress Trust Company associates are salaried employees – not commissioned. Our clients never have to question whether the solutions we are recommending are in their best interests or ours because of the way we may be getting paid. We are a corporate fiduciary, and as such, we are held to a higher standard. Our mandate is to always put our clients’ interests ahead of our own.
We feel that our clients are best served when we collaborate with their other trusted advisors during the solutions development process. Our goal is to help our clients have the best possible solutions for achieving their goals.
We recognize that our clients’ lives are not static. Things change. Some changes are planned and some come as a surprise. There are changes in careers, retirement goals, income needs, family status, health condition, residency, inheritances, gifting plans, and just changes in the way our clients feel about things. We believe in pro-actively communicating with our clients and their families on a regular basis so we can remain aware of their circumstances and help them adjust their strategies to meet the changes in their lives.