Advisor at Symplectic Capital LLC
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Brian Wiksell is a financial advisor at Symplectic Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Finch Investment Group and Professors Capital, Inc. since 2007. Symplectic Capital LLC provides discretionary investment management to individuals and entities, focusing exclusively on publicly traded equity securities and exchange-traded funds. The firm uses proprietary mathematical and statistical models to guide investment decisions, emphasizing diversification, volatility, downside risk, turnover, and transaction costs.
15% Performance Fee on cumulative gains using a high-water-mark methodology, charged annually to qualified clients.
Account minimum: $1,100,000 for qualified clients eligible for Performance Fee; no explicit minimum stated for management-fee-only clients
Camas, WA
Washington
Finch Investment Group
2018 - 2023 (5 years)
Symplectic Capital LLC
2015 - Present (11 years)
Professors Capital, Inc.
2007 - 2018 (11 years)
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