Independent, Fee-Only Adviser
As an independent investment adviser, Black Cypress has the necessary freedom to act in its clients’ best interest.
And 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.
Differentiated Investment Approach
Our investment approach is different. We conduct our own independent, original research. We manage risk first. We build concentrated, yet adequately diversified portfolios. And we think long-term. This leads to better-controlled emotions, lower turnover, and superior decision making.
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.
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.
Alignment of Interests
Our team invests in Black Cypress’ strategies, thus aligning our interests with our clients’ interests. 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 Investment Manager
As a Black Cypress client, your point of contact will be with the firm’s Chief Investment Officer, Alan Hartley. 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.
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.