Symplectic Capital LLC provides discretionary investment management services to individuals and entities through managed accounts. The firm specializes in rules-based, momentum-oriented investment management, utilizing a systematic approach that evaluates securities, funds, and asset classes based on recent price trends, relative strength, and quantitative signals. Symplectic Capital operates primarily using model-driven allocations implemented through exchange-traded funds, publicly traded securities, and occasionally futures contracts. The firm does not provide comprehensive financial planning, tax planning, estate planning, or traditional stock-picking services. Symplectic Capital offers clients two primary fee options: an annual management fee of 1.25% of the value of your portfolio, or a lower annual management fee of 0.50% combined with a 15% performance fee on investment gains for qualifying clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Symplectic Capital offers two fee schedules: 1.25% annual management fee, or 0.50% annual management fee plus a 15% performance fee for qualified clients. Fees are billed quarterly in arrears.