Differ
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Downside loss can be catastrophic. We focus our process on managing and aim to reduce loss of principal in your portfolio.
OUR PROCESSThere are no portfolio size requirements and no minimums. We established a multigenerational team structure, with folks ranging from 20’s to 60’s, in order to be able to be alongside our clients and their families.
We are here to listen before we talk and encourage open dialogues with our clients on a regular basis.
demonstrating our confidence in our investment approach and commitment to their success.
acting as stewards of our clients’ capital with a fiduciary responsibility to always act in their best interests.
at the center of everything we do, focusing on customized solutions that are tailored to their unique goals and values.
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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.
