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.

Synthesis Capital Group LLC provides discretionary investment management to clients that the brochure identifies as individuals, high‑net‑worth investors, and businesses, delivering model‑based portfolios focused on U.S. equities, ETFs and equity options. The firm documents client relationships through written Investment Management Agreements and offers several named strategies—Systematic Equity, Systematic Long Equity, Systematic Short‑Term Equity, and Systematic Index and Equity Options—each managed to client objectives and guidelines. The firm’s investment approach combines quantitative and fundamental analysis, using third‑party market data, academic research and proprietary systematic models to pursue alpha across long, long‑short, short‑term intraday trading and options/theta‑oriented strategies. Risk is managed through position‑exposure analytics, hedging tools and regular account reviews, and client assets are managed on a discretionary basis through a third‑party custodian and execution platform. Noteworthy aspects relative to many peers include the availability of performance‑based fee arrangements and the firm’s side‑by‑side management of performance‑fee and asset‑based accounts, with policies disclosed to address attendant conflicts of interest. The adviser operates as a small, single‑principal firm (the principal also serves as the compliance officer), actively develops intraday and options‑based systematic strategies, and discloses participation in soft‑dollar arrangements with its execution custodian.

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.