Sylo Planning

Overview

Sylo Planning is a small, independent registered investment adviser serving individual and family clients. The firm blends financial planning with portfolio management and acts as a capital allocator when appropriate, often coordinating third‑party managers rather than acting as a large in‑house asset manager. Its fee model is flexible—charging a percentage of assets under management alongside hourly and fixed fees—which aligns with serving both ongoing advisory relationships and project‑based planning work. Investment activity is equity‑focused. Exchange‑traded equities make up the bulk of the firm’s invested assets, and the firm shows a clear preference for equity exposure as the primary return engine. Service lines include select manager choice, meaning Sylo Planning will place clients into external mutual fund and alternative managers when those options better match client objectives. The firm runs educational workshops in addition to one‑on‑one planning and portfolio services, and it does not position itself as an ESG‑focused or pension consultancy practice.

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Public Holdings

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Location & Offices