SYRIOS WEALTH MANAGEMENT GROUP

Overview

Syrios Wealth Management Group is an independent, SEC‑registered registered investment adviser that acts as an active capital allocator for both high‑net‑worth individuals and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and larger institutions, and it offers pension consulting and the selection of outside advisers. Fee arrangements include a percentage of assets under management and fixed fees. Investment posture tilts toward equities as the core engine of return: the firm favors exchange‑traded equities and uses separately managed accounts as a primary vehicle. At the same time Syrios deploys third‑party alternative managers across private markets and hedge strategies to complement public market exposure. The firm does not represent itself as an ESG‑focused manager and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices