Cypress Capital Management

Overview

Founded in 2004, Cypress Capital Management established its headquarters in Sheridan, Wyoming, a state with trust laws favorable to perpetual dynasty trusts and asset protection. The firm structures its advisory around integrated wealth management, bundling investment advisory with tax planning and estate planning services. The firm's investment advisory scope includes money management as a core offering, though specific asset-class allocations remain private. Firms structured as wealth managers often blend direct equity and fixed-income management with third-party manager selection, and public records indicate a fiduciary obligation to clients. Without disclosed portfolio companies or fund vehicles, the firm's strategy is inferred to center on customized separately managed accounts rather than commingled funds, typical of trust-company-affiliated or RIA-model shops in Wyoming. Cypress Capital Management's professional headcount and total assets under advisement are not publicly disclosed. The firm operates a single office in Sheridan, with no known additional locations. No adjacent philanthropic vehicles, operating companies, or peer-network memberships are referenced in available firm communications. In May 2024, no material operational announcements were identified, reflecting the firm's low-profile operational cadence. Wyoming's trust and tax environment functions as the firm's primary structural differentiator. The state permits dynasty trusts that can span centuries, exempts trust income from state taxation for non-resident beneficiaries, and offers strong asset-protection statutes.