Syntax Research offers investment strategies and advice to family offices, institutions, advisors, and high net worth individuals. Syntax constructs and manages investment strategies using individual stocks and exchange-traded funds. Syntax acts as a model manager and is not responsible for decisions within the actual accounts. Syntax also provides portfolio management services using model asset allocation portfolios on a discretionary basis.
Assets Under Management$200M
Clients111
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Syntax Research offers two main investment management services:
- Model Portfolio Design and Management: This service is for other advisors or financial institutions. The annual fee is 0.25% to 0.50% of the assets invested in the model portfolio.
- Portfolio Management: This service is for clients with specific portfolio needs, including customized portfolios. The annual fee is 0.50% to 1.00% of the assets under management. In some cases, Syntax may charge a flat fee instead.
Loading...