A wealth Strategy that evolves with your values

A word from our dynamic team

The
Sykon
Team

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Our Process

We set out to define an investment process that takes into account our psychological
We set out to define an investment process that takes into account our psychological
responses - how we experience financial pain, financial loss – and implement that
responses - how we experience financial pain, financial loss – and implement that
into something that is meaningful for clients.
into something that is meaningful for clients.
Our strategy is simple: we aim to help protect your investments against unnecessary
Our strategy is simple: we aim to help protect your investments against unnecessary
losses so you’re better positioned to achieve meaningful gains with the belief that
losses so you’re better positioned to achieve meaningful gains with the belief that
if we can mitigate the downside, the upside will take care of itself.
if we can mitigate the downside, the upside will take care of itself.

We set out to define an investment process that takes into account our psychological responses - how we experience financial pain, financial loss - and implement that into something that is meaningful for clients.
Our strategy is simple: we aim to help protect your investments against unnecessarylosses so you're better positioned to achieve meaningful gains with the belief that if we can mitigate the downside, the upside will take care of itself.

OURDIFFERENCE OURDIFFERENCE

We put your interests first

As a fee-only advisor, we do not accept commissions as payment. This aligns our interests with our clients, and helps to minimize the conflict-of-interest that results from recommending a product for a commission.

We follow the fiduciary standard, the highest standard of care in the industry.

About Us
OURDIFFERENCE OURDIFFERENCE

Experienced

Meet our team of dedicated professionals.

SEE OUR TEAM

Distinctive

Learn about what makes SYKON unique.

SEE OUR DIFFERENCE

Disciplined

Read about our dynamic rules-based investment process.

SEE OUR PROCESS

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Schwab is a registered broker-dealer, and is not affiliated with Sykon Capital or any advisor(s) whose name(s) appears on this Website. Sykon Capital is/are independently owned and operated. Schwab neither endorses nor recommends [Name(s) of Investment Management Firm(s)] [./, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Sykon Capital under which Schwab provides Sykon Capital with services related to your account. Schwab does not review the Sykon Capital’s Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Sykon Capital’s Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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