About Cyclus
How We Operate
Cyclus Wealth Management was founded out of the desire to provide clients with the highest-quality advice at a cost lower than the typical broker or investment advisor. Cyclus is a fee-only wealth management firm with services available on a percentage of assets under management basis or an hourly rate for financial planning engagements. As a fiduciary, our sole priority is providing objective advice, backed by research and proven results, that best accomplishes our client’s goals.
Who We Work With
The advisors at Cyclus Wealth Management have experience guiding individuals, business owners, retirement plan trustees, and professional athletes through various business cycles and life stages. We tailor our methods to suit each client’s specific needs, while maintaining a core philosophy that emphasizes a long-term approach to wealth building.
Our Approach to Wealth Management
Managing client investible assets is only part of the puzzle when working with Cyclus Wealth Management. Our clients come to us with diverse financial situations requiring considerable expertise. We meet our clients where they are in their financial lives and develop personally-tailored plans to help them reach their objectives. By assessing our client’s financial lives in a comprehensive fashion, we are able to ensure that all aspects of their financial lives are properly aligned to reach their goals.
Our Investment Approach
Cyclus Wealth Management keeps its focus on the long term best interests of our clients. Our view is that active portfolio management hinders investment performance and that market timing is futile. We seek to position client assets in portfolios that are passively managed and broadly diversified. Passive investments have the benefit of low expense ratios and safety when compared to actively managed funds, with active funds typically having poor performance over the long run relative to their respective benchmarks. We believe that passive strategies maximize the likelihood of our clients achieving their financial goals.