Black Cypress Capital Management - OUR DIFFERENCE header image

See the forest AND the trees.

lakeside beach of stones and pebbles - Black Cypress Capital Management

OUR DIFFERENCE

INDEPENDENT, FEE-ONLY FIDUCIARY

Black Cypress is an independent registered investment advisor (RIA). With this independence comes the freedom to invest in our best ideas (as opposed to some “corporate-approved” list of investments) with our clients’ interest in mind. And our fee structure is simple: we receive only asset management and performance-based fees from our clients, both of which are transparently disclosed in advance. We receive no commissions or fees for making trades, selling particular products, or any other potential conflict of interest.

PERSONALLY INVESTED

At Black Cypress, we eat our own cooking. Our professionals invest all of their investment assets in the same programs as our clients. If you own it, we own it–and vice versa.

ALIGNED INTERESTS WITH FAIR COMPENSATION

Our interests are dually aligned: we invest alongside our clients and charge fees that promote the generation of positive returns while limiting all possible costs.

PERSONAL RELATIONSHIP WITH WHOM IT COUNTS

As a Black Cypress client, your point of contact will be with the firm’s Chief Investment Officer. That means you’ll deal directly with the investment decision-maker and not a sales associate or advisor that is disconnected from the allocation and security selection process.

THIRD-PARTY CUSTODIAN

Black Cypress custodies its clients’ assets at Fidelity Institutional. In addition to the peace of mind that comes with a third-party holding your assets, Fidelity has among the lowest costs in the industry and offers many services free-of-charge that would be costly for our clients at other custodians or broker-dealers.

INDEPENDENT RESEARCH, INDEPENDENT THINKING

Black Cypress conducts independent, original research on each of its investments. Other investment managers may perform limited research of their own or may depend heavily on the research provided by brokerage firms. They may purchase securities based on estimates and targets that aren’t their own and therefore they take no responsibility for their accuracy and outcome. We believe investment success requires research and analysis independent of others.

LONG-TERM FOCUS, “UNRESTRAINED TIME HORIZON”

Black Cypress has a long-term focus that looks beyond an asset class’ or an individual company’s often short-lived current troubles or recent record-beating performance. Our competitors, bound by short-term performance expectations, make decisions based on what may happen in the next couple of months. We instead concern ourselves with long-term earnings streams and their related valuations and expected future returns–not whether a company will beat earnings estimates in the next quarter. We believe this long-term focus leads to better-controlled emotions, lower turnover and superior decision making in the face of market-wide panic or irrational exuberance.