Cygnus Asset Management, LLC

08/27/2026

Did you happen to see this video by The Wall Street Journal?

There is a familiar face in this footage. The Co-Founding and Managing Partner of Cygnus Asset Management, Lisa McIntire Shaw led a breakout at Camp Kotok earlier this summer and the cameras captured her in action. Camp Kotok has been a perennial favorite of Lisa's for years. It is a way she contributes to thought leadership in the Financial Industry. It is also a way she uses the thought leadership of the Financial Industry to inform her leadership at Cygnus, and bring value to our engagement with clients. It also serves to keep her fishing skills sharp. Camp Kotok is win for all of us!

08/21/2026

Summertime offers a great excuse to spend time with friends.

As we bring summer 2026 to a close, we remember those moments. We remember time sitting on the dock, time sitting in the sand, good meals in a new place, late night laughter, and gratitude for air conditioning after an adventure on a hot day. Memories with friends are what make summer so special.

After all, relationships are what life is all about. This conviction guides us. It shapes both how we do business and why we do business. We exist to have a meaningful and positive impact on the financial lives of our clients.

Thank you for sharing our fun this summer. We enjoyed the journey with you. Now, its on to beautiful leaves, cooler weather, and pumpkin spice...lets enjoy it together!

08/14/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

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08/07/2026

It is that time of year again. Back to school!!!

The start of school is a reminder of how quickly time goes when you are raising children. It moves so fast. Before you know it, you may be dropping them off for their first year of college! Much of our work with parents involves planning for education expenses. One of our often suggested tools for this goal...a 529 plan.

529 plans can be very helpful saving tools for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

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07/31/2026

Sea breeze...
warm sand...
crashing waves...
cool drink...
desirable Cygnus gear...
Relaxed yet?

Our merch has officially logged more vacation days than we have!

You have taken our gear to cool off in the mountains, celebrate America's birthday, spend time with friends, enjoy the ocean, and visit far off lands. Even your pets have gotten in on the action. Thank you! We have had a blast watching this summer.

There's still time to join in! If your Cygnus gear has tagged along on vacation, send us your favorite photo. We may be wrapping up the campaign soon, but we'd love to see a few more destinations before we land.

07/24/2026

Sea-side with the Swan...

Sand, sun, surf, and simple days sipping a cold one by the sea; a tastefully appointed foam koozie accessorizing your frosty beverage, reminding you of your friends and financial partners who are there for you when it matters. Life is good! In the big things and the small things, Cygnus is there for you.

We hope you are finding ways to stay cool this summer. It is a hot one! Whether your quest for refreshment takes you to beach or mountains, lake or pool, take our Cygnus gear with you and send us a photo. Tag or message us and we will share it with the rest of the world. Cheers!

07/17/2026

Greetings from Positano! The Italian sun can be hot!

Thankfully, the Cygnus swan provides all the shade one might need to keep the gelato from melting. Notice how the soft blue blends with the Italian sky and sea...perfecto! Thank you for sharing this picture with us!

has a few more weeks left this summer. If you still have travel plans ahead of you, send us a picture featuring a piece of Cygnus gear and we will post it on our feed.

07/04/2026

Happy Independence Day from the Bevy! As you enjoy time with family, friends, parades, cookouts, and fireworks, all of us at Cygnus wish you a safe, happy, and memorable 4th of July.

06/26/2026

The dog days of summer are looking pretty good for Lou!

Our four-legged client is enjoying a relaxing day on the lake, taking in the mountain views and sporting his Cygnus neck gaiter in style.

Thanks to Lou and his family for sharing this moment with us. Whether they walk on two legs or four, we love seeing where our client take Cygnus on their adventures.

Happy summer, everyone!...and keep those submissions coming!

06/19/2026

Sun, sand, and a Cygnus bucket hat. We'd call that a pretty good combination.

This latest submission comes to us from a tropical getaway, proving that good hats are like good planning; they offer protection and can travel just about anywhere.

Thanks for bringing a little Cygnus spirit to the islands. We love seeing these snapshots from your adventures and sharing them with our community.

Keep the photos coming—we can't wait to see where Cygnus takes flight next!