Models
Cypress Capital is committed to providing prudent stewardship in managing financial assets. The firm’s primary focus is to improve risk-adjusted returns by managing risk and avoiding permanent loss of capital. Cypress is frugal and disciplined in its belief that risk assets aren’t attractive at every price, unlike traditional buy & hold approaches that remain fully invested in all market environments regardless of the risk-reward potential.
STRATEGY #1
Select Dividend
Goal: Equity Income
STRATEGY #3
Strategic Income
Goal: Income generation and capital appreciation
Strategic Income is an unconstrained approach to prudent income investing. It carries a primary objective of income generation and a secondary objective of capital appreciation. Investments will primarily be represented by exchange-traded funds. While the portfolio is primarily allocated to fixed income instruments it can hold REITS, MLPs and a max weighting of 15% in equities. When appropriate, interest rate hedging strategies will also be utilized to lower overall portfolio duration.
STRATEGY #2
Global Allocation
Goal: Improve risk-adjusted returns
Global Allocation invests in low cost exchange traded funds, diversified across seven asset classes. The portfolio is managed within a disciplined, quantitative risk management framework that seeks to avoid significant drawdowns. The portfolio has the ability to move out of each asset class and into cash or short duration fixed income in an attempt to reduce risk. The managers seek to improve risk-adjusted returns by making risk management and avoiding drawdowns a priority.
STRATEGY #4
Asset Neutral
Goal: Improve risk-adjusted returns
Asset Neutral invests across five broad asset classes within a disciplined, quantitative risk management framework that seeks to avoid significant drawdowns. Starting from an equally weighted base allocation, the portfolio has the ability to move out of each risky asset class and into short term cash/fixed income. The portfolio typically holds liquid, low-cost exchange-traded funds. The portfolio also generally allocates half its foreign equity allocation to currency-hedged vehicles and half its fixed income allocation to TIPs. The primary objective of the portfolio is to improve risk-adjusted returns by making risk management and avoiding drawdowns a priority.
STRATEGY #1
Select Dividend
Goal: Equity Income
STRATEGY #2
Global Allocation
Goal: Improve risk-adjusted returns
Global Allocation invests in low cost exchange traded funds, diversified across seven asset classes. The portfolio is managed within a disciplined, quantitative risk management framework that seeks to avoid significant drawdowns. The portfolio has the ability to move out of each asset class and into cash or short duration fixed income in an attempt to reduce risk. The managers seek to improve risk-adjusted returns by making risk management and avoiding drawdowns a priority.
STRATEGY #3
Strategic Income
Goal: Income generation and capital appreciation
Strategic Income is an unconstrained approach to prudent income investing. It carries a primary objective of income generation and a secondary objective of capital appreciation. Investments will primarily be represented by exchange-traded funds. While the portfolio is primarily allocated to fixed income instruments it can hold REITS, MLPs and a max weighting of 15% in equities. When appropriate, interest rate hedging strategies will also be utilized to lower overall portfolio duration.
STRATEGY #4
Asset Neutral
Goal: Improve risk-adjusted returns
Asset Neutral invests across five broad asset classes within a disciplined, quantitative risk management framework that seeks to avoid significant drawdowns. Starting from an equally weighted base allocation, the portfolio has the ability to move out of each risky asset class and into short term cash/fixed income. The portfolio typically holds liquid, low-cost exchange-traded funds. The portfolio also generally allocates half its foreign equity allocation to currency-hedged vehicles and half its fixed income allocation to TIPs. The primary objective of the portfolio is to improve risk-adjusted returns by making risk management and avoiding drawdowns a priority.