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Investment Advisory · Carmel, California

Cypress Path Capital

Cypress Path Capital, LLC is an investment advisory firm committed to helping our clients improve their long-term financial success.

Preservation of Capital Is Paramount

50+ Years of Global Markets Experience

Cypress Path Capital, LLC is an investment advisory firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering a high level of personalized service and expertise. With over 50 years of global markets experience, we draw on our extensive knowledge to create a portfolio of individual security opportunities which take advantage of global secular trends while attempting to mitigate specific risk factors in various market environments.

Explore Our Services

Our Services

Investment Philosophy

At Cypress Path Capital, we employ an active strategy with a dual mandate of long term capital appreciation and downside protection.

Financial Planning Services

Learn how Cypress Path Capital, LLC can help by working with you to develop a financial plan.

About Us

Cypress Path Capital is locally based and offers over 50 years of combined experience in the investment management business. Ray Mayer has global macro economic experience particularly in high growth areas like Asia. Howard Given has over 30 years of experience in wealth management.

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