Today's complex financial markets can test the skills of the most experienced professional investors.  Successful investing requires the ability to balance customized financial analysis with personal goals.  Cypress recommends and implements a highly customized investment strategy involving equity and fixed income funds as well as alternative investments such as real estate, commodities, hedge funds, private equity and structured notes.  It is through a highly diversified approach to asset allocation, in addition to creative solutions to client-specific needs, that Cypress provides tremendous value in the realm of asset management.  As the relationship progresses, we constantly monitor the portfolio, rebalancing when necessary and ensuring that the allocation continues to align with the client’s risk tolerance and ever-changing goals.  Exchange Traded Funds (ETFs) are typically utilized as a low cost, flexible product to track the applicable benchmark.