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The first rule is to keep an untroubled spirit. The second is to look things in the face and know them for what they are. |  |
| — Marcus Aurelius |
Company Profile
Cypress has been offering discretionary fee-based investment advisory, as well as financial consulting and coaching services, since 1992. 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. This is why 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 partnerships with a small, select group of clients. We design and organize their finances, manage their investments, and offer personalized coaching so that 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 and Executive Coaching
Cypress is highly suited to operate in today’s complex and evolving global financial environment. Our founder, Monib Khademi, a graduate of MIT and the Stanford Graduate School of Business, brings together the proven methodologies of investment science and research with decades of experience in working with successful individuals and families.
