About the Firm

20 Years of Investment Management Under the Same Principals and Principles

Cypress Asset Management is a SEC registered, independently owned wealth management firm located in Houston, TX. Since inception in 1996, Cypress strives to generate above market returns for individuals, foundations, and endowments across a wide range of challenging global economic and market environments.

Founding principals Will Garwood and Frank Lee have worked together as a team for more than 25 years managing equity portfolios focused on sustainable long term growth based on high quality companies, superior fundamentals, low turnover, and a diversified but strategically well positioned allocation across market sectors.

investment management

As of Dec 31, 2015 Cypress had $525 million in assets under management with an average relationship size of $2.5 million.

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