Cypress Capital

Cypress Capital LLC delivers outsourced Chief Investment Officer (OCIO) services, asset management, and proprietary financial markets research. The firm provides data-driven, historically informed analysis with a strong focus on risk management throughout various market cycles. Its asset management solutions utilize a risk mitigation approach, available through separately managed accounts or model delivery, while its OCIO platform offers comprehensive portfolio solutions and practice management specifically designed for financial advisors.

Mark T. Dodson, CFA, and Michael Brooks co-founded Cypress Capital LLC in 2014. Their insight stemmed from a recognition that financial advisors and their clients required access to sophisticated investment tools, rigorous research, and expert portfolio management. The founders aimed to build a firm that could provide institutional-grade support and guidance, enabling advisors to streamline their operations and enhance their strategic decision-making.

The firm's clientele primarily consists of financial advisors seeking to optimize their practice and individual investors requiring expert portfolio oversight. Cypress Capital's vision centers on empowering these advisors with deep market insights and robust investment strategies. The company strives to be a foundational partner, helping clients effectively navigate dynamic financial landscapes and achieve long-term wealth management objectives.