JB
Jeff Bay
Portfolio Manager at Cypress Capital Management
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Work Experience
Sep 2013 - Present · 11 years and 3 months
Portfolio Manager
Aug 2016 - Present · 8 years and 4 months
Associate Portfolio Manager
Nov 2015 - Aug 2016 · 9 months
Analyst
Sep 2013 - Nov 2015 · 2 years and 2 months
Company Details
Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions. At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. Our existing clients are our sales force and by providing a high level of professional service we have been able to consistently grow our business despite the fluctuations in the markets. As we continue to expand our business any gains in market share we achieve will not come at the expense of the professional and individualised client service.
Year Founded
1998
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1055 W Georgia St 1700 Vancouver, British Columbia V6E 3P3, CA
Keywords
investment bankinginvestment management serviceswealth managementinvestments serviceslead portfoliomaterial investmentcharter holderfiduciary managersadvisor reference materialcap growth fund
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