Synthesis Capital Group provides investment management services, primarily focused on stocks, ETFs, and options. They offer several portfolios including Systematic Equity, Systematic Long Equity, Systematic Short-Term Equity, and Systematic Index and Equity Options. Synthesis Capital tailors its advice to individual client needs based on their investment objectives, risk tolerance, and income needs. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first.
Fee Structure
Synthesis Capital Group offers investment management services with fees based on the specific portfolio strategy chosen. The management fee is a percentage of your portfolio, and there may also be a performance fee (a share of the profits). The specific fees are negotiated and can vary. Only certain clients will be offered a fee option that includes a performance fee. Fees are calculated and charged quarterly.