Stephen Wing Gae Yip

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Finance

Consumer Services

Profilo

Stephen Wing Gae Yip is the founder of Cypress Strategies LLC, which was founded in 2001.
He worked as a Vice President at BT Alex Brown, Inc. from 1990 to 1997 and as a Business Development Engineer at Esso Resources Canada Ltd. in 1986.
Mr. Yip received an undergraduate degree from The University of Waterloo and a graduate degree in MBA from the University of Western Ontario in 1990.

Precedenti posizioni note di Stephen Wing Gae Yip

Società	Posizione	Fine
BT Alex Brown, Inc. BT Alex Brown, Inc. Investment Banks/BrokersFinance Provides securities brokergae services	Corporate Officer/Principal	31/12/1997
Esso Resources Canada Ltd.	Corporate Officer/Principal	31/12/1986
Cypress Strategies LLC Cypress Strategies LLC Investment ManagersFinance Cypress Strategies employs a hybrid top-down and bottom-up approach along with systematic trading to manage portfolios in a tax-efficient manner. The firm starts with an overall asset allocation guideline that is tailored to each individual client's needs and risk tolerances. Cypress Strategies manages accounts to meet performance objectives within specified risk parameters. Their investment philosophy is based on three fundamental elements: asset allocation tracking, dollar cost average entry into market positions over a period of time and tax sensitive trading. Cypress Strategies employs asset allocation principles to balance the risks between asset classes, utilize broad market and sector indices and mutual funds that represent numerous companies to diversify portfolio holdings and complement index investing with a limited pool of the stocks of high-quality companies with long-term growth potential and flexibility. The firm uses enhanced buy and hold index investment strategies with disciplined entry and tax effective exit parameters. They limit reliance on stock picks with the use of broad market and sector indices.	Amministratore Delegato	-

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Formazione di Stephen Wing Gae Yip

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Società collegate

Aziende private	5
BT Alex Brown, Inc. BT Alex Brown, Inc. Investment Banks/BrokersFinance Provides securities brokergae services	Finance
Cypress Strategies LLC Cypress Strategies LLC Investment ManagersFinance Cypress Strategies employs a hybrid top-down and bottom-up approach along with systematic trading to manage portfolios in a tax-efficient manner. The firm starts with an overall asset allocation guideline that is tailored to each individual client's needs and risk tolerances. Cypress Strategies manages accounts to meet performance objectives within specified risk parameters. Their investment philosophy is based on three fundamental elements: asset allocation tracking, dollar cost average entry into market positions over a period of time and tax sensitive trading. Cypress Strategies employs asset allocation principles to balance the risks between asset classes, utilize broad market and sector indices and mutual funds that represent numerous companies to diversify portfolio holdings and complement index investing with a limited pool of the stocks of high-quality companies with long-term growth potential and flexibility. The firm uses enhanced buy and hold index investment strategies with disciplined entry and tax effective exit parameters. They limit reliance on stock picks with the use of broad market and sector indices.	Finance
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Esso Resources Canada Ltd.