Disclaimer, User Agreement and Trading Disclosures
By entering this website, you agree to accept and be bound by the contents of this
Disclaimer and User Agreement ("Agreement"). If you reject the Agreement, you should not continue into this website.
Introduction
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 this
website should not be interpreted as investment, legal, accounting, or tax advice and is not a
substitute for personalized individual advice from Cypress Private Wealth or from any other
investment professional. It is not an endorsement, recommendation, or sponsorship of any
company or security. Cypress Private Wealth has not taken into account the investment
objectives, financial situation or particular needs of any individual investor. Any request a user
makes for information through this website is unsolicited and is not investment advice from
Cypress Private Wealth and does not form an investment advisory relationship between the
user 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 be
interpreted to imply that past results are an indication of future performance of investments or
Investment strategies.
Disclaimers
The reports we present to clients are based on data gathered from what we believe are reliable
sources. It is not guaranteed as to accuracy, does not purport to be complete and is not
intended to be used as a primary basis for investment decisions. It should also not be
construed as advice meeting the particular investment needs of any investor or class of
investor. The identification of specific funds and model portfolios is being made on the
assumption that an investor would participate in that investment on a long-term basis (in
excess of four years). With respect to any such identification, there can be no assurance that
the fund or group of funds will in fact perform in the manner suggested by the investment
profile provided with that fund or group.
Information contained in our reports may contain "forward looking statements" as defined
under the Securities Act of 1933 and the Securities Exchange Act of 1934. Examples of these
statements 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 outside
of 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 assurance
that any specific investment will be profitable or suitable for a particular investor's financial
situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or
guarantee better performance and cannot eliminate the risk of investment losses.
Rankings by third party rating services and various magazines should not be interpreted by
users of this website that Cypress Private Wealth will achieve a certain level of results if we are
engaged to provide investment advisory services.
Trading Disclosures
The following disclosure is designed to provide clients with more information regarding our
trading practices related to the use of "trade away transactions" (described below) and costs
relevant 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 seek
best execution (a "trade away transaction"). When appropriate, Cypress Private Wealth can
achieve best execution for our clients on certain securities (e.g. structured notes, municipal
bonds and corporate bonds) through a trade away transaction with a third-party brokerage
firm unaffiliated with a client's account custodian. We consider factors such as availability of
securities, liquidity and pricing when determining whether to seek best execution through a
trade away transaction. If we purchase or sell securities through a trade away transaction in a
client's advisory account and there are additional trading costs associated with these
transactions, we will provide periodic statements to those clients detailing the transaction
costs.
We have disclosed these trading practices in our Form ADV 2A brochure, which is provided to
clients when they open an advisory account managed by Cypress Private Wealth. Please contact
us at info@cypressprivate.com if you would like a copy of our Form ADV 2A brochure or have
questions regarding our trading practices.