Cypress Point Financial Advisors

The firm provides asset management and comprehensive portfolio management, including financial planning and investment oversight, for individual investors and business entities such as corporations and limited liability companies. Portfolios may include ETFs, mutual funds, individual stocks and bonds, and options, and the firm manages roughly $43.7 million in client assets across about 50 accounts.

Its investment approach emphasizes fundamental analysis and a mix of long‑ and short‑term trading strategies, with portfolios diversified across equities, debt securities and pooled vehicles and reviewed at least quarterly for rebalancing and adjustments. Services are individualized — clients can place reasonable investment restrictions and may receive ongoing account supervision alongside periodic financial planning meetings.

What is notable for a firm of this type and size is that it also provides portfolio management to institutional and business clients, an offering that is relatively uncommon among independent advisers. The firm’s representatives maintain securities registrations and may effect commissionable sales and insurance transactions, and the adviser uses a custodial relationship with Schwab Institutional that supplies execution, custody and non‑soft‑dollar research services, arrangements that can influence trade execution and create potential conflicts of interest.