Wealth Advisory

Wealth Advisory

We focus on providing clients with an intimate and personalized wealth advisory experience. Our primary goal is to provide actively managed, customized portfolio solutions for clients seeking exposure to international investments in a cost-effective manner. We also provide independent advisory services on investment mandates not driven by Sygnus.

What we provide is more than a service - it’s a well-designed experience underpinned by three key value drivers: active portfolio management, independent advice and personalized service.
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Our focus is on you, not the product. We design a tailored and unique Investment Policy Statement (IPS) outlining the investment strategies to be used to achieve your investment goals and objectives. Our team of experts uses a research driven approach to proactively manage and monitor your portfolio according to your IPS. This empowers us to identify and execute on diverse opportunities aligned with your interests.
At Sygnus, when we say we act solely in the interests of our clients, we don’t just talk the talk. We walk the walk. There is no securities trading business, no investment advisors with sales quotas, and no commission based rewards. Through this seamless fiduciary approach, you get the benefit of low cost trade execution and conflict free advice.

Our personalized wealth advisory platform lets you determine your preferred level of collaboration and communication around three key channels - online portfolio access, individual custodial services and direct communication. Through these customizable features, you can access your protected portfolio information any time of the day or night, and tap into multiple areas of expertise and market information through a mix of online and in-person options.

 

Unit 28, 80 LMR

80 Lady Musgrave Road, Kingston 10

Phone : 1 (876) 634-5005

Email : info@sygnuscapital.com

Email : info@sygnustax.com

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