Cypress Asset Management


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Company Profile

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:

Investment planning and portfolio management
Wealth management
Family office services
Financial consulting


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.


Monterey, California


Casablanca Bazaar, Morocco


Cuernos del Paine, Patagonia

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