Cypress Asset Management

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Company Profile

Cypress Praxis, LLC ("Cypress") was originally founded in 1992 as Cypress Asset Management. Cypress offers discretionaly fee-based investment advisory, as well as financial consulting and coaching services.Cypress assists its clients in achieving their unfolding financial objectives and life goals. We understand that our clients have a lot more to manage than just their wealth. We take the time to understand what each client's individual needs and goals are so that the appropriate investment and financial decisions are made, for today and the future. Our dedication to this type of high quality, customized service allows us to establish long-term, successful and productive relationship with a small select group of clients. We often design and organize their finances, manage their investments and coach so they can focus on what really matters in their lives.

The services we offer include:

Investment planning and portfolio management
Wealth management
Family office services
Financial consulting, coaching and educational services

Cypress Praxis, LLC is highly suited to operate in today's complex global financial environment. Led by our founder, Monib Khademi, a graduate of MIT and the Stanford Business School, our firm brings together the proven methodologies of investment science and research with decades of experience in working with successful individuals and families to effectively realize their goals and aspirations. That is what separates us from the rest.

Monterey, California

Casablanca Bazaar, Morocco

Cuernos del Paine, Patagonia

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