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Cypress Asset Management was founded in 1992. Cypress is
a fee-based SEC registered investment advisory firm that
assists
its
clients in achieving
their 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 our clients.
The services we offer include:
Cypress Asset Management 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. |