Cypress Asset Management marries evidence-based investing with a holistic and personalized approach to financial planning. Compass is the simplest way for investors to access our portfolios and build wealth with us.
Meet the Compass team here.
Betterment is a leading financial technology firm focused on enhancing the investing experience for modern investors. They are the engine which powers Compass, a digital platform aimed at helping you earn more, invest better, and stay on track for your goals.
Low-cost portfolios designed to meet each client's specific objectives.
A simple and intuitive client interface including performance reporting.
Live updating of financial goals and progress reporting.
Regular communication from the Cypress Asset Management team.
Automated rebalancing and trading.
Assets custodied at Betterment.
Setting up a Compass account is quick and easy. Simply complete the brief questionnaire prompted by clicking the button below. Or you can contact us directly and we'll set your account up for you.
It is never too early, or too late, to set a course toward wealth-building and financial freedom. Tell us more about your goals, and we will get you started on a proper path to achieve them.
Monday - Friday: 8am - 4pm
Saturday and after hours by appointment
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