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We are currently
redesigning our website. Below is a summary of our firm and its guiding
philosophy.
Who We Are
Cypress Capital Group, Inc is an SEC Registered Investment Advisor.
Cypress Trust Company, a wholly-owned subsidiary, is a State of Florida
chartered trust company. Both firms are headquartered in Palm Beach,
Florida. Other Florida offices are in Boca Raton, Lakeland, Naples,
Palm Beach Gardens, Sarasota, Vero Beach, and Winter Haven.
What We Do
We provide customized investment and fiduciary services to a diverse
national client base that includes high net worth individuals and
families, institutional investors, trusts, foundations, not-for-profit
organizations, endowments, and retirement plans. Currently, we manage
over $1.3 billion in assets.
There Is A Difference
What makes Cypress notably different is its time tested, results
oriented approach to investing. Cypress adheres to an absolute return
philosophy which emphasizes preservation of principal and real growth
of capital through all market conditions and cycles. Cypress employs a
very disciplined investment process which is grounded in extensive
fundamental research and analysis. Cypress does not rely on the use of
model portfolios, proprietary funds, mutual funds, or outsourcing of
investment management.
Cypress’ size, experienced professional staff, flat organizational
structure and the fact that all employees are shareholders who control
and manage the company are keys to providing the flexibility and
responsiveness necessary to best serve its clients. Simply put, we are
successful only if we enable our clients to accomplish their personal
goals and objectives.
Contact Us
We welcome the opportunity to discuss your investment goals with you.
Please contact us at the office nearest you or call us at
1-800-439-8745.
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| Main office: |
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218
Royal Palm Way
Palm Beach, FL 33480
Local: (561) 659-5889
National: (800) 439-8745
Fax: (561) 659-1191
Contact: Joe Pauldine, Business Development
Email:
Joe.Pauldine@cypresscapitalgroup.com |
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| Boca
Raton: |
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595 S. Federal Highway,
Suite 110
Boca Raton, FL 33432
Local: (561) 910-0710
Fax: (561) 549-0307
Contact: Jeff Greer, Business Development
E-Mail: Jeff.Greer@cypresscapitalgroup.com
Contact: Paul Xylander, Business Development
E-Mail:
Paul.Xylander@cypresscapitalgroup.com |
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| Lakeland: |
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500 South Florida
Avenue, Suite 530
Lakeland, Florida 33801
Local: (863) 682-6405
Contact: Sam Hart, Managing Director
Email: Sam.Hart@cypresscapitalgroup.com
Local: (863) 682-6404
Contact: Sharlotte Wilkerson, Trust Officer
Email: Sharlotte.Wilkerson@cypresscapitalgroup.com
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| Naples: |
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8889 Pelican Bay
Boulevard, Suite 400
Naples, FL 34108
Local: (239) 449-6930
Fax: (239) 594-5300
Contact: James Johannsen, Managing Director
E-Mail: Jim.Johannsen@cypresscapitalgroup.com |
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| Palm Beach
Gardens: |
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2401 PGA Boulevard,
Suite 280
Palm Beach Gardens, FL 33410
Local: (561) 459-1260
Fax: (561) 659-1191
Contact: Jane Waggener, Business Development
Email:
Jane.Waggener@cypresscapitalgroup.com |
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| Sarasota: |
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6151 Lake Osprey Drive
Sarasota, FL 34240
Local: (941) 373-1551
Contact: Brian Skarbek, Investment Officer
Email: Brian.Skarbek@cypresscapitalgroup.com
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| Vero
Beach: |
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4625 North A1A, Suite 5
Vero Beach, FL 32963
Local: (772) 492-1919
Fax: (772) 492-1912
Contact: Richard G. McDermott, Jr., Managing Director
Email:
Richard.McDermott@cypresscapitalgroup.com |
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| Winter
Haven: |
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1101 First Street, South
2nd Floor, Suite 202
Winter Haven, Florida 33880
Local: (863) 295-9605
Contact: Sam Hart, Managing Director
Email: Sam.Hart@cypresscapitalgroup.com
Local: (863) 295-9607
Contact: Mary Lou Kalisz, Trust Officer
Email: MaryLou.Kalisz@cypresscapitalgroup.com
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