Our investment approach, without the full Cypress System.
Professional portfolio management with a $250,000 minimum. Five distinct strategies, refined over two decades of managing client capital.
The Portfolio
Five disciplined strategies
Five distinct strategies, each built for a specific role in a portfolio, from a conservative anchor to a concentrated growth engine.
The Cornerstone
The Evidence-Based Core
The Conservative Anchor
GFO Select Dividend
GETF
GFO Stable Income
Durable, dividend-growing blue chips, bought when their yield is historically attractive rather than chased. Built as a core equity holding that compounds a rising income stream with a steadier ride than the broad market.
A diversified, low-cost, all-ETF portfolio run on a disciplined, indicator-driven framework across three sleeves. It shifts toward defensive assets and cash when the evidence turns, instead of riding a decline.
High-quality, short-maturity individual bonds held to maturity, alongside money market funds. Built for capital that needs to stay safe and liquid, with limited interest-rate sensitivity and a steady, predictable yield.
The Growth Engine
The Thematic satellite
GFO Breakthrough
GFO Frontier
A concentrated, rules-based momentum strategy holding roughly 25 equal-weighted U.S. growth companies with confirmed upward trends, reviewed monthly. Deliberately aggressive, and meant to be a sized growth satellite, not core capital.
A high-conviction thematic strategy in the convergent infrastructure of digital money, AI, and the data centers that power them. The most aggressive in the lineup, sized as a small, opt-in sleeve for investors who accept high volatility.
Inquire about GFO Strategies
Speak with our investment team to walk through the strategies and how they fit your goals.