Black Cypress is an independent, privately-owned single-strategy investment management firm.

Differentiated Investment Approach

Our investment approach is different. We conduct our own independent, original research. We build concentrated, yet adequately diversified value-oriented portfolios. We think and invest long-term. This leads to better-controlled emotions, lower turnover, and superior decision making.

Aligned Interests

Our team invests in Black Cypress’ strategies, thus aligning our interests with our clients’.

Independent, Fee-Only

As an independent investment adviser, Black Cypress has the necessary freedom to act in its clients’ best interest.

Our fee structure is simple: we receive only asset management and performance-based fees (for qualified clients only) from our clients, both of which are transparently disclosed in advance. We receive no commissions or fees for making trades or selling particular products.

Personal Relationship with Investment Manager

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

World-Class Service Providers

Black Cypress utilizes the industry’s best to serve its clients: Fidelity Institutional for custody and trading, Tamarac Reporting for portfolio tracking and reporting, National Regulatory Services for regulatory compliance, and ACA Compliance Group for GIPS compliance and performance verification.

Third-Party Custody

Black Cypress safeguards its clients’ assets at Fidelity Institutional, one of the largest third-party custodians. In addition to the peace of mind that comes with a third-party holding your assets, Fidelity has some of 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.

Performance Verification

Black Cypress calculates its performance using Global Investment Performance Standards (GIPS®), the globally-accepted, gold standard of performance calculation and presentation. Furthermore, our returns are independently audited and confirmed by a national performance verification firm.

See the our results.