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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.
Syntax products were developed in conjunction with Functional Information System (FIS), the patented business classification system built by Locus Analytics that provides the technology used to identify business risks in a portfolio. Syntax Indices are developed and maintained by Syntax LLC, Syntax Advisors’ parent company. Syntax Advisors, LLC is a SEC registered investment advisor based in New York, NY.
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.