SYMAN-DEGLER GROUP, LLC

Overview

Syman-Degler Group, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management primarily for individuals and families. The firm, registered with the SEC in 2018 and owned by an individual principal, operates as a capital allocator: it constructs client portfolios using pooled public funds and selects third-party managers for certain mandates. Its service set includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible—percentage of assets under management, hourly fees and fixed fees are all used. Investment posture is conservative-to-moderate in structure: nearly all client assets sit in public funds and mutual funds, while the adviser also allocates to external alternative managers when appropriate. The firm reports no active ESG integration in its process. Much of the relationship work appears non-discretionary, consistent with a model that emphasizes advice, planning and manager selection rather than handing full trading authority to the adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices