Leading innovation in financial technology

Our Company

Syntax Advisors provides investors with rules-based, diversified exposure to business risks via products that track Syntax Stratified Weight Indices. Syntax Indices are a new class of indices that reweight the most widely-used benchmarks, including the S&P 500, S&P 400, and MSCI EAFE using the Stratified Weight methodology to deliver a diversified return across all of the business opportunities in a benchmark rather than just the largest.

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Separately Managed Accounts

Syntax separately managed accounts are stratified weight portfolios that can be customized to a specific investor’s risk/return objectives, portfolio allocation goals, and other investment preferences. Separately Managed Accounts offer investors the transparency and control of directly owning the individual securities.

Exchange Traded Funds

An exchange-traded fund, or ETF, is a diversified pool of assets that trades on an exchange like a stock. ETFs are a low cost and tax efficient way to invest your money. Syntax Stratified Weight ETFs are designed to track their specific Stratified Weight index.

Rory Riggs Syntax CEO and Founder

Rory Riggs

Founder and CEO

Rory Riggs is the CEO and Founder of Syntax Indices. Rory’s idea for Syntax Stratified Indices came from his career in healthcare and the industry’s statistical use of population sampling and stratification across sub-populations to control for inadvertent biases in clinical trial results. To address the potential of similar biases in index results, he and his team identified a new risk category called related business risks, developed a new classification system with which to identify and group related business risk, and implemented the Stratified Weight methodology to control for the inadvertent over-weighting of related business risks that regularly occur in capitalization-weight and equal-weight methodologies.

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The Syntax Team

Carly Arison Syntax Vice President

Carly ArisonSenior Vice President

Kathy Cuocolo CPA and Syntax President

Kathy Cuocolo, CPASenior Vice President

Charles Jiggs Davis Syntax Senior Vice President

Charles 'Jiggs' DavisSenior Vice President

Glenn Freed Investment Strategist

Glenn S. Freed, Ph.D.Chief Investment Strategist

John Larson Managing Director

John LarsonManaging Director

Jonathan Sweet Managing Director

Jonathan SweetManaging Director

Brianna Blumenthal Syntax Senior Analyst

Brianna BlumenthalSenior Associate

Steve Weidenbach Syntax Analyst

Steve WeidenbachAssociate

The Board Members

Deborah Fuhr

Deborah Fuhr is the managing partner and co-founder of ETFGI. Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008-2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997-2008, and as an associate at Greenwich Associates.

Richard Lyons

Rich Lyons is a Professor of Finance at the Haas School of Business, where he served as dean from 2008 to 2018 and acting dean from 2004 to 2005. As dean, Lyons led a sweeping culture initiative that drove the school’s historic strengths more deeply into admissions and other critical processes with a set of four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. He oversaw the development of Connie & Kevin Chou Hall—a new academic building funded entirely by alumni and friends—as well as attracting eight of the 10 largest gifts in school history.

Stewart Myers

Stewart C. Myers is the Robert C. Merton (1970) Professor of Finance, Emeritusat the MIT Sloan School of Management.

Myers is past President of the American Finance Association, a Research Associate at the National Bureau of Economic Research and a principal of the Brattle Group, Inc. His textbook Principles of Corporate Finance (12th ed. with Richard Brealey and Franklin Allen) is known as the “bible” of financial management.

George Hornig

George Hornig is a successful senior executive and business founder whose career has focused on financial services (asset management, investment banking, insurance and fin-tech) but has also spanned industries as diverse as health care, manufacturing, outsourcing of business services, social media, cybersecurity, augmented reality, and e-waste management. In addition to his role in leading and restructuring established businesses, George has been a significant investor and adviser for many early stage companies as well as a Director of several mutual funds.