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Our culture is founded upon one basic principal: fulfilling your investment needs. From a wealth of resources and competitive payout to exceptional customer service and independence, as your investment concierge, we are dedicated to transcending the norm and to elevating you to a higher level of excellence.

Corporate Culture

Wealth of Resources

Our wealth of resources extends beyond conventional products and services and encompasses a larger network of affiliates and third party managers. By providing more products and service, you will have more opportunities to serve a larger base of clients.

SynCap Access gives you complete direct access to investment products. SynCap Access uses a dual-clearing system in conjunction with Wedbush Morgan and Pershing. SynCap Access uses the latest technology to increase turnaround and response time. SynCap Access uses NetExchange Pro, a web-based program that is user-friendly and availabe to you 24/7. With SynCap Access to our wealth of resources, we can give you more choices.

We are unbiased and don’t believe in quotas. In addition to a highly competitive payout, we give you the independence to operate in your own style and address the needs or your clients without back office interference.

Investment Concierge

Syndicated Capital is your investment concierge. We believe in indulging the investment executive. Our commitment outstanding personalized customer service extends beyond traditional service. We summon years of experience, extensive knowledge, networks of branches and associates, and other resources to address your investment needs and requests promptly and fully. Regardless of your location, we provide you with an exceptional level of customer service.

Individual Attention
We respect the individual. We work with you and adapt to you, beginning with an orientation. We are flexible and receptive to your ideas; communicating is easy. We have a friendly, yet professional atmosphere. In addition to maintaining an open dialogue with the back office, we provide you with quarterly updates so you stay informed.

Independence

Whether you are starting your own independent firm or a veteran of the industry, we offer you independence to conduct your practice in your own style and pace. We don’t believe in quotas because we understand that every representative is different. Our superior customer service molds to your approach, giving you as much or as little attention as you want. We provide you a wealth of resources and unparalleled customer service to help your practice grow, while maintaining your freedom to manage your branch.

Transitional Support and Growth

The caring back office guides you through a seamless transition with Automated Customer Account Transition (ACAT). We give you certification and pre-approved letters to inform your clients about your transition to the Syndicated Capital family. You also have access to a network of third party firms that can help you reshape your image and develop your practice with marketing and sales services. We even offer complimentary training and sponsor Series tests to update your knowledge of the industry.

Problem Solving

We make your life easier. With preemptive problem solving, you are no longer disrupted by unnecessary complications. We develop solutions and respond quickly whenever inevitable issues arise. We liberate you from the constraints of persistent problems, so you can focus on your clients.

Technology

We use the latest technology so that you can compete in this fast-paced world. Our transactions run on NetExchange Pro, a web-based program that gives you direct access 24/7. We also offer advanced teleconferencing for investment executives’ benefit.