A complete list of active advisors currently associated with Synthesis Capital Group

Warmer can help you find a great advisor at Synthesis Capital Group or one who fits your needs even better.

The firm provides discretionary investment management to a small set of individual and business clients, with primary emphasis on U.S. equities, ETFs and listed equity options. Services are delivered under written investment management agreements with periodic account reviews and reporting. The firm’s investment approach emphasizes systematic and quantitative methods, offering distinct strategies such as long-only, long-short, short-term trading, index/options income strategies, and tactical ETF allocation and rotation; fundamental and quantitative analysis inform model signals and allocations. It tailors portfolios to client objectives and risk tolerances and makes use of options and short exposure for hedging and alpha generation, while offering performance-based fee arrangements to qualified clients and maintaining policies to manage side-by-side conflicts. Compared with peers of similar size, the firm is notable for operating under a single controlling principal/CCO with a compact advisory team while supporting multiple, relatively sophisticated strategies that include shorting and options trading. The firm also discloses that its principal engages in separate commodity trading advisory activities and accounting work, and it has established trade-allocation and supervisory procedures to address the attendant potential conflicts of interest.

To learn more about the advisors currently working at Synthesis Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.