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"An investment in knowledge pays the best interest." 
— Benjamin Franklin


Securities Selection and Factor Exposures, Confidently Balanced for Unprecedented Returns
 

Our Approach

At Cypress Investment Group, we utilize a blend of securities selection and factor exposures to create a portfolio designed to beat the benchmarks. Our team of committed partners assesses and analyzes market trends, data, and news to produce exceptional investment pitches, analyses, and reports. 

Image by Scott Graham

Research

Founded in October of 2023, Cypress Investment Group has an emphasis on education, research, and data analytics. Through our ongoing research and review of our investment decisions, Partners further their understanding of stock valuation, portfolio management, and corporate finance. 

Image by Kevin Matos

Strategize

Through active portfolio management, our team gains hands-on investment experience in a pooled asset fund. Our diverse academic and professional experiences uniquely prepare the Cypress team to succeed through diligent deliberation and diversification of assets.

Image by Jeremy Bishop

Results

By crafting a diversified portfolio

of securities selections, factor exposures, and fixed income, Cypress Investment Group aims to deliver consistent and significant results and educational opportunities for its Partners. The skills cultivated at Cypress will not only harvest results in our investments but also in our  professional advancement.

Our Reports

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