Investment Approach

Our goal at Cypress Praxis, LLC is to facilitate new possibilities for individuals and families by freeing them from daily financial tasks, concerns, and worries, so they can focus on what really matters in their lives. We are interested in enabling our clients to have the freedom to be at ease with their financial circumstances, free from the fear of financial insecurity, and with the power to be effective in their financial actions and practices. We are not interested in mere insights or gains, but in lasting outcomes that expand and unfold over time.

Investment Approach: The classical Greek term praxis, a word for a unique kind of action or activity, best describes our firm’s approach. We consider praxis a dynamic and evolving practice which is informed by theory and theory that itself is informed by research and practice.

Our firm combines the latest in investment theory and research with a disciplined process to help our clients preserve, grow, and manage their wealth. Despite the quickened pace of modern life, we view investing as an organic process that takes time to mature, sprout, and bear fruit. In addition to investment performance, we consider investors’ behavior as having a critical impact on the management of their portfolios. The way you frame your financial issues, your expectations for outcomes, and your tolerance and ability to withstand market volatility all influence the performance of your portfolios.

Investment Process: Our firm utilizes a proprietary Strategic Portfolio Design™ process, which begins with a “Financial Check-up” involving a detailed inventory of your finances and experience. We then develop your individual financial profile outlining your financial needs and goals. After conducting our Risk Assessment and Risk Tolerance Analysis, we develop your customized Investment Policy and Plan. This is a collaborative and often iterative process over the years; we may start from the intended future and backward toward the present, then revise this road map over time to map your evolving goals and needs.

Our individual portfolio construction is based on Core/Satellite Portfolio structure, utilizing tax-managed indexing. We view ourselves as a manager of other managers on your behalf. While no one can predict the future with reliability, we conduct simulations and sensitivity analysis to account for many possible outcomes and their impact on your financial well-being.

Investment Management:  Our approach at Cypress Praxis is to work with prospective clients by taking the time necessary to ensure we understand the client’s needs, approach, and goals, and that the client in turn understands our philosophy and approach. Often, this process can take weeks or months. Our objective is to build long-lasting relationships, meaning we invest  the necessary time and energy to establish a solid foundation for moving collaboratively into the client’s financial future. We find robust and sustainable solutions that we can improve upon over time to account for you and your family’s individual circumstances.