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:
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. |