Harrison, NY Office
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Sykon Capital LLC
Team
Firm-wide stats for Sykon Capital LLC
About
Sykon Capital serves individual investors (including high-net-worth clients) and a range of institutional clients, providing discretionary and non‑discretionary investment management, financial planning, retirement plan fiduciary and non‑fiduciary services, and consulting/ assets‑under‑advice. The firm manages approximately $350 million in regulatory assets under management and also works with held‑away retirement accounts through third‑party platforms to incorporate employer‑sponsored plan assets into client advice.
The firm’s investment process blends quantitative optimization, relative strength and trend‑based techniques with fundamental and technical analysis, using both strategic and tactical asset allocation and occasional value and defensive positioning. Sykon Capital may recommend alternative investments and uses options and other derivatives within separately managed accounts (including covered calls, spreads and straddles) as part of hedging and yield strategies, and performs periodic rebalancing and reviews tied to client objectives.
Compared with many peers, Sykon Capital offers subscription‑based research and newsletters for which it may charge separate fees and discloses those services explicitly in its brochure; it also serves insurance company clients and provides plan committee and participant education and workshops for retirement sponsors. The firm highlights its use of third‑party technology (Advyzon for reporting and a platform such as Pontera for held‑away plan linking) and includes an explicit discussion of credential‑sharing and cybersecurity limitations tied to that held‑away functionality.
Based on Sykon Capital LLC
Expertise
Based on Sykon Capital LLC
Location
500 Mamaroneck Ave, Suite 435
Harrison NY 10528
Advisors at this office
3
Advisors at this office
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