By entering this website, you agree to accept and be bound by the contents of thisDisclaimer and User Agreement ("Agreement"). If you reject the Agreement, you should not continue into this website.
The content on this website, including but not limited to commentaries, audio, video, images,and financial information, is provided by Cypress Private Wealth. The information in thiswebsite should not be interpreted as investment, legal, accounting, or tax advice and is not asubstitute for personalized individual advice from Cypress Private Wealth or from any otherinvestment professional. It is not an endorsement, recommendation, or sponsorship of anycompany or security. Cypress Private Wealth has not taken into account the investmentobjectives, financial situation or particular needs of any individual investor. Any request a usermakes for information through this website is unsolicited and is not investment advice fromCypress Private Wealth and does not form an investment advisory relationship between theuser and Cypress Private Wealth. Cypress Private Wealth does not guarantee the profitability,suitability or potential value of any particular investment. Nothing in this website should beinterpreted to imply that past results are an indication of future performance of investments orInvestment strategies.
The reports we present to clients are based on data gathered from what we believe are reliablesources. It is not guaranteed as to accuracy, does not purport to be complete and is notintended to be used as a primary basis for investment decisions. It should also not beconstrued as advice meeting the particular investment needs of any investor or class ofinvestor. The identification of specific funds and model portfolios is being made on theassumption that an investor would participate in that investment on a long-term basis (inexcess of four years). With respect to any such identification, there can be no assurance thatthe fund or group of funds will in fact perform in the manner suggested by the investmentprofile provided with that fund or group.
Information contained in our reports may contain "forward looking statements" as definedunder the Securities Act of 1933 and the Securities Exchange Act of 1934. Examples of thesestatements include but are not limited to words such as: believes, estimates, anticipates, seeks,and plans. These forward looking statements are subject to a number of uncertainties outsideof our control that could cause actual results to differ from those we anticipate.
There is a risk of loss from an investment in securities, including the risk of loss of principal.Different types of investments involve varying degrees of risk, and there can be no assurancethat any specific investment will be profitable or suitable for a particular investor's financialsituation or risk tolerance. Asset allocation and portfolio diversification cannot assure orguarantee better performance and cannot eliminate the risk of investment losses.
Rankings by third party rating services and various magazines should not be interpreted byusers of this website that Cypress Private Wealth will achieve a certain level of results if we areengaged to provide investment advisory services.
The following disclosure is designed to provide clients with more information regarding ourtrading practices related to the use of "trade away transactions" (described below) and costsrelevant to these practices. Additional information is available in our Form ADV 2A brochure.
This disclosure only pertains to trades we submit to third-party brokerage firms in order to seekbest execution (a "trade away transaction"). When appropriate, Cypress Private Wealth canachieve best execution for our clients on certain securities (e.g. structured notes, municipalbonds and corporate bonds) through a trade away transaction with a third-party brokeragefirm unaffiliated with a client's account custodian. We consider factors such as availability ofsecurities, liquidity and pricing when determining whether to seek best execution through atrade away transaction. If we purchase or sell securities through a trade away transaction in aclient's advisory account and there are additional trading costs associated with thesetransactions, we will provide periodic statements to those clients detailing the transactioncosts.
We have disclosed these trading practices in our Form ADV 2A brochure, which is provided toclients when they open an advisory account managed by Cypress Private Wealth. Please contactus at firstname.lastname@example.org if you would like a copy of our Form ADV 2A brochure or havequestions regarding our trading practices.