Client Relationship

In establishing a new account we will meet as often as necessary to determine specific investment objectives in order to create an appropriate investment policy. Client investment objectives generally consider a combination of growth and income. Factors such as client age, risk tolerance, and the short or long term nature of the funds will be included in determining the structure of the investment portfolio.

Communications

We believe in providing a very high level of service to clients. We encourage client meetings as often as necessary and invite clients to call whenever there are questions about their investment portfolios. This ongoing dialogue is essential to ensuring that we remain on a solid investment course, especially as needs and markets change.

Security and Custody of Assets

Client assets are held at an independent third party custodian, usually Charles Schwab & Company, Inc. Cypress Path Capital, LLC places orders to buy and sell securities through the custodian. We do not maintain custody of client assets.

Charles Schwab and Company, Inc. sends monthly and quarterly statements and year end tax reporting information to clients, and provides on-line access for clients through their client portals.

Management Fees

Investment Supervisory Services:

Our fees for Investment Supervisory Services are based upon a percentage of assets under management and are fixed at a rate that will vary by client up to 1%

.