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Non-Profit Organizations

At Cypress Trust Company, our belief is that we will only be as successful as the cities in which we do business. We live, work and raise our families in these communities, and are committed to being a good corporate citizen. Our teams volunteer dozens of hours of their personal time and contribute financially to support non-profit organizations providing services that enhance our way of life. The Cypress Trust Company Core Values form the foundation of our relationships with our clients, our communities and with each other.

 

To support the non-profit organizations that make our communities better, Cypress Trust Company has created a specialty practice devoted to the investment needs of non-profit organizations, foundations, and endowments. Accounts with at least $250,000 in investable assets are eligible to receive professional investment management at fees that are substantially below our regular fee schedule.

 

Cypress Trust Company’s Separately Managed Accounts are based upon a disciplined, consistent, transparent, and repeatable portfolio management process and are ideally suited for non profit organizations. These distinct strategies are presented and serviced by our local teams who are available to assist in developing customized solutions that meet the specific investment objectives of the individual organization.

 

Investment Education for Boards and Committees
In addition to our professional investment management services for non-profit accounts, Cypress Trust Company also offers investment education for non-profit organization board members and investment committees. These topics may be beneficial to those who want to become more familiar with the principles of investment management in an effort to help them fulfill their responsibilities to their respective organizations. This is a FREE community service, and it can be tailored to the needs of a particular organization. Education topics include:

 

  • Types of Investments
  • Understanding Market Risks
  • Understanding Asset Classes
  • Anticipating Liquidity Needs
  • The Concepts of the Efficient Frontier and Asset Allocation
  • Developing an Asset Allocation Model
  • How to Evaluate Investment Performance
  • Key Elements of a Good Investment Policy Statement
  • Drafting an RFP (Request for Proposal)

 

If your non-profit organization is interested in taking advantage of Cypress Trust Company’s investment education services, simply contact the nearest office and arrange a consultation to determine your organization’s needs and to schedule a training session.

 

*Cypress Trust Company offers these investment education services to non-profit organizations as a FREE community service. They are NOT intended to be a sales presentation or solicitation.

Cypress-trust-circle-logo

Non-Profit Organizations

At Cypress Trust Company, our belief is that we will only be as successful as the cities in which we do business. We live, work and raise our families in these communities, and are committed to being a good corporate citizen. Our teams volunteer dozens of hours of their personal time and contribute financially to support non-profit organizations providing services that enhance our way of life. The Cypress Trust Company Core Values form the foundation of our relationships with our clients, our communities and with each other.

 

To support the non-profit organizations that make our communities better, Cypress Trust Company has created a specialty practice devoted to the investment needs of non-profit organizations, foundations, and endowments. Accounts with at least $250,000 in investable assets are eligible to receive professional investment management at fees that are substantially below our regular fee schedule.

 

Cypress Trust Company’s Separately Managed Accounts are based upon a disciplined, consistent, transparent, and repeatable portfolio management process and are ideally suited for non profit organizations. These distinct strategies are presented and serviced by our local teams who are available to assist in developing customized solutions that meet the specific investment objectives of the individual organization.

 

Investment Education for Boards and Committees
In addition to our professional investment management services for non-profit accounts, Cypress Trust Company also offers investment education for non-profit organization board members and investment committees. These topics may be beneficial to those who want to become more familiar with the principles of investment management in an effort to help them fulfill their responsibilities to their respective organizations. This is a FREE community service, and it can be tailored to the needs of a particular organization. Education topics include:

 

  • Types of Investments
  • Understanding Market Risks
  • Understanding Asset Classes
  • Anticipating Liquidity Needs
  • The Concepts of the Efficient Frontier and Asset Allocation
  • Developing an Asset Allocation Model
  • How to Evaluate Investment Performance
  • Key Elements of a Good Investment Policy Statement
  • Drafting an RFP (Request for Proposal)

 

If your non-profit organization is interested in taking advantage of Cypress Trust Company’s investment education services, simply contact the nearest office and arrange a consultation to determine your organization’s needs and to schedule a training session.

 

*Cypress Trust Company offers these investment education services to non-profit organizations as a FREE community service. They are NOT intended to be a sales presentation or solicitation.

Cypress-trust-circle-logo

Non-Profit Organizations

At Cypress Trust Company, our belief is that we will only be as successful as the cities in which we do business. We live, work and raise our families in these communities, and are committed to being a good corporate citizen. Our teams volunteer dozens of hours of their personal time and contribute financially to support non-profit organizations providing services that enhance our way of life. The Cypress Trust Company Core Values form the foundation of our relationships with our clients, our communities and with each other.

 

To support the non-profit organizations that make our communities better, Cypress Trust Company has created a specialty practice devoted to the investment needs of non-profit organizations, foundations, and endowments. Accounts with at least $250,000 in investable assets are eligible to receive professional investment management at fees that are substantially below our regular fee schedule.

 

Cypress Trust Company’s Separately Managed Accounts are based upon a disciplined, consistent, transparent, and repeatable portfolio management process and are ideally suited for non profit organizations. These distinct strategies are presented and serviced by our local teams who are available to assist in developing customized solutions that meet the specific investment objectives of the individual organization.

 

Investment Education for Boards and Committees
In addition to our professional investment management services for non-profit accounts, Cypress Trust Company also offers investment education for non-profit organization board members and investment committees. These topics may be beneficial to those who want to become more familiar with the principles of investment management in an effort to help them fulfill their responsibilities to their respective organizations. This is a FREE community service, and it can be tailored to the needs of a particular organization. Education topics include:

 

  • Types of Investments
  • Understanding Market Risks
  • Understanding Asset Classes
  • Anticipating Liquidity Needs
  • The Concepts of the Efficient Frontier and Asset Allocation
  • Developing an Asset Allocation Model
  • How to Evaluate Investment Performance
  • Key Elements of a Good Investment Policy Statement
  • Drafting an RFP (Request for Proposal)

 

If your non-profit organization is interested in taking advantage of Cypress Trust Company’s investment education services, simply contact the nearest office and arrange a consultation to determine your organization’s needs and to schedule a training session.

 

*Cypress Trust Company offers these investment education services to non-profit organizations as a FREE community service. They are NOT intended to be a sales presentation or solicitation.