Syntax Research, Inc.

Syntax Research, Inc. is an SEC-registered investment adviser that provides model portfolio design, discretionary portfolio management, and other investment advisory services to family offices, high-net-worth individuals, institutions, and other financial advisers. The firm offers its strategies as model portfolios intended for use by advisors and institutions as well as managing individual client accounts using tradable securities such as individual equities and ETFs.

Syntax combines proprietary fundamental global macro research with quantitative risk models to construct risk-targeted portfolios and strategy fact sheets, and it generally implements those models using ETFs and U.S.-listed equities while limiting use of leveraged ETFs or ETNs except in exceptional circumstances. The firm manages accounts on a discretionary basis, provides separately managed account services tailored to client restrictions, and maintains model-manager relationships where it supplies model portfolios for other advisers to implement.

Compared with many peers, Syntax emphasizes serving other advisers and institutions through model-provider relationships and documents a suite of core and satellite strategies (including strategy factsheets) that can be delivered through multiple investment vehicles — a capability that can support pooled vehicle or private-fund style implementations. The brochure also highlights the firm’s public strategy materials and performance-related disclosures for its models, and it reports roughly $203 million in discretionary assets under management.