Financial advisor for
self-starters.

Unshackle the traditional financial advisory model.

Keep your existing investment routine, and get additional financial advice services tailored to you.

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SEC Registered
Fiduciary

Do more with our Value Add Services

Get one of the lowest margin rates on the market. Tax-deductible as capital losses.

Margin rate*

With SyntheticFi*

Charles Schwab

13.575%

5.83%

Fidelity

13.575%

5.83%

E*Trade

14.20%

5.83%

Capital loss writeoff

Miss out on tax writeoff

Capital loss never expires

* Rates are floating based on a fixed spread tied to the Secured Overnight Financing Rates (SOFR) or Fed Funds rate. Current as of July 14, 2024.

See your savings

You are in good hands

Your money is secure. Safety and privacy are our top priorities.

Your investments don't move

You will keep your investments at your existing brokerage account and use the same trading interface. The only thing that changes is your margin interest bill.

SEC regulated and a fiduciary

As a Registered Investment Advisor, we are regulated by the SEC. We provide our service as a fiduciary, meaning we are legally bound to do what is in your best interest.

$3+ billions in various strategy

SyntheticFi uses box spread options to reduce the cost of borrowing. Over $3 billions is managed in the same strategy in BOXX ETF.

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Have more questions?

Schedule a video call with one of our licensed professionals.

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Check the background of SyntheticFi, LLC on SEC website

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Firm brochure
SyntheticFi, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. SyntheticFi does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Investing carries inherent risks, and investment outcomes are not guaranteed unless stated otherwise. Before adopting any investment strategy, we strongly recommend consulting with a qualified financial advisor and/or tax professional.

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