The foundation of our firm is built on decades of experience stewarding client assets through market volatility.
Founding partners Larry and Bernard first joined forces over 20 years ago at MML Investors, where they shared the challenges of managing portfolios that were built using traditional diversification during the Dot-Com market crash of the early 2000s.
Recognizing the limitations of conventional diversification and seeking greater flexibility to address their clients needs, in 2007, they made the pivotal decision to go independent, establishing their own Independent Registered Investment Advisory firm. Shortly after, they offer the first version of their proprietary options trading strategy, specifically created to address the issues they faced during the last severe market downturn.
Today, this strategy is known as SynthEquity™ (Synthetic- Equity), which is designed to limit risk without sacrificing the long run upside potential of the US equity markets.
Their strategy faced immediate real-world trial by fire one year after its launch, in 2008 during the Great Financial Crisis, where SynthEquity™ proved its effectiveness under extreme market duress. Their ability to navigate this crisis—protecting client capital, maintaining liquidity, and strengthening client relationships—validated their methodology and reinforced their commitment to redefining risk management.
Building on this success, they expanded their offering in the years that followed, making their investment strategy available to a broader audience through Separately Managed Accounts as Third-Party Asset Managers.
In 2024, they took their vision a step further, Trademarking the term SynthEquity™ to better define their innovative, re-imagined approach to risk management—an evolution of their core philosophy that continues to challenge the status quo of traditional investing.
