Syntal Capital Partners is proud to announce that our firm has been verified in our compliance with the Global Investment Performance Standard (GIPS®). The GIPS® Standards were created by the Chartered Financial Analyst Institute as a way to create a global standard for calculating and presenting performance. These standards were created to give investors confidence that a manager’s performance is complete and fairly presented.
To ensure fair representation and full disclosure of a firm’s performance, they must comply with several standards:
- Firms must include all discretionary, fee-paying accounts in a composite that is defined by investment mandate, objective, or strategy to prevent a firm from “cherry-picking” the performance that is advertised.
- Firms must maintain the integrity of their input data by adhering to GIPS® Standards of calculation methods and using clear disclosures along with the firm’s performance.
- Firms are required to perform periodic internal performance checks, implement internal controls for all stages of the process, and are encouraged to use a third-party verifier to provide additional assurance.
Syntal Capital Partners places a high importance on our firm’s performance and we are excited to have our claim of compliance with the GIPS® Standards verified by an independent third party. For more information or if you have any questions about the GIPS® Standards or processes, please contact Barry Brauchi via firstname.lastname@example.org.
Syntal Capital Partners claims compliance with the Global Investment Performance Standards (GIPS®). Syntal has recently engaged Ashland Partners as an independent third party to verify the firm’s claim of compliance. Our claim of compliance has been verified for the period of October 31, 2012, to June 30, 2014. Please contact us via email@example.com to obtain a compliant presentation and/or the firm’s list of composites. Ashland Partners’ Independent Accountant’s Verification Report is available on request. For more information on the GIPS® Standards and Verification, please visit the CFA’s website.
Syntal Capital Partners LLC (“Syntal”) is a discretionary Investment Management Firm. Syntal Capital Partners is a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. The Firm reviews a total firm AUM report broken out by account on a quarterly basis to ensure that only actual assets managed by the firm are included. All accounts deemed to be advisory only, hypothetical, or model in nature are excluded from total firm AUM.