SyntheticFi LLC offers specialized investment advisory services focused on box spread option strategies and custom hedging solutions as an alternative to traditional margin loans. Operating primarily as a digital platform, SyntheticFi serves registered investment advisors, individual investors, corporations, and small businesses. The firm helps clients manage borrowing positions using S&P 500 index options, monitor margin requirements, and implement risk-mitigation option strategies like puts, calls, and collars to reduce margin call risks. SyntheticFi provides services on both a discretionary and non-discretionary basis, utilizing proprietary software and automated monitoring tools to track positions and ensure they align with client suitability parameters.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary between 0% and 2.00% depending on the portfolio size, service type, and complexity. Fees are negotiable on a per-client basis.