Welcome to Cypress Path Capital, LLC
Cypress Path Capital, LLC is an investment advisory firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering a high level of personalized service and expertise. With over 50 years of global markets experience, we draw on our extensive knowledge to create a portfolio of individual security opportunities which take advantage of global secular trends while attempting to mitigate specific risk factors in various market environments.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. Thank you
Investment Philosophy
At Cypress Path Capital, we employ an active strategy with a dual mandate of long term capital appreciation and downside protection.
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Do I have enough to retire? Will I outlive my assets? What changes should I make now to ensure that I am able to maintain my life style?
Learn how Cypress Path Capital, LLC can help by working with you to develop a financial plan.
About Us:
Cypress Path Capital is locally based and offers over 50 years of combined experience in the investment management business. Ray Mayer has global macro economic experience particulary in high growth areas like Asia. Howard Given has over 30 years of experience in wealth management.
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