Syntax Research, Inc.

Syntax Research, Inc. is a registered investment adviser founded in 2002 by Sandeep Sharma, CFA. The firm specializes in providing investment strategies and advice to family offices, institutions, advisors, and non-institutional clients. As of December 31, 2024, Syntax had $196,468,295 of assets under management on a discretionary basis and $141,140 on a non-discretionary basis. The firm offers model portfolio design and management services, constructing and managing investment strategies tailored to specific objectives using individual equities and exchange-traded funds (ETFs). Syntax also provides portfolio management services on a discretionary basis, tailoring services to meet individual client goals and objectives. The firm's investment strategies are primarily based on fundamental global macro research, utilizing risk models to evaluate and validate strategies. Fees at Syntax are negotiable and vary based on client circumstances, with annual fees ranging from 0.25% to 1.00% of assets under management. The firm does not charge performance-based fees and acts in a fiduciary capacity, managing accounts on a discretionary basis. Clients have the opportunity to place reasonable restrictions on investments, and Syntax does not participate in wrap fee programs. The firm does not vote proxies on behalf of clients and does not provide custodial services. Sandeep Sharma, the principal and founder, holds an MBA and has been a CFA Charter Holder since 2000. He has extensive experience in the financial industry and adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct.