![Kyle Fritz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Kyle Fritz is a Managing Partner at Symphony Financial Ltd. Co. He spearheads the firm's investment committee.
Mr. Fritz with a rich background in various investment and asset management firms catering to Ultra High Net Worth (UHNW) families, Mr. Kyle is committed to guiding families towards achieving their financial goals and fostering multi-generational wealth.
He holds an undergraduate degree in Maritime Administration from Texas A&M University and a Masters in Finance from the University of Notre Dame.
Kyle Fritz active positions
| Companies | Position | Start |
|---|---|---|
Symphony Financial Ltd. Co.
 Symphony Financial Ltd. Co. Investment ManagersFinance Symphony primarily utilizes a combination of fundamental and technical methods of analysis. The firm generally uses a long-term investment philosophy to provide individual advice based on each client’s risk tolerance. | Founder | 2014-06-30 |
Former positions of Kyle Fritz
| Companies | Position | End |
|---|---|---|
Sheets Smith Investment Management LLC
 Sheets Smith Investment Management LLC Investment ManagersFinance SSIM uses a tactical approach to asset allocation and security selection to achieve reduced long-term volatility while achieving competitive returns for their clients. The firm utilizes a Dynamic Asset Allocation process that adapts investments in the client’s portfolio to current market conditions and forecasts of future earnings. Their process offers diversified-balanced portfolios with the growth potential of stocks, the income and reduced volatility of bonds, and the safety of cash equivalents investments. | Investment Committee Member | 2023-12-31 |
Training of Kyle Fritz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
13
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Symphony Financial Ltd. Co.
Symphony Financial Ltd. Co. Investment ManagersFinance Symphony primarily utilizes a combination of fundamental and technical methods of analysis. The firm generally uses a long-term investment philosophy to provide individual advice based on each client’s risk tolerance. | Finance |
Sheets Smith Investment Management LLC
Sheets Smith Investment Management LLC Investment ManagersFinance SSIM uses a tactical approach to asset allocation and security selection to achieve reduced long-term volatility while achieving competitive returns for their clients. The firm utilizes a Dynamic Asset Allocation process that adapts investments in the client’s portfolio to current market conditions and forecasts of future earnings. Their process offers diversified-balanced portfolios with the growth potential of stocks, the income and reduced volatility of bonds, and the safety of cash equivalents investments. | Finance |
- Stock Market
- Insiders
- Kyle Fritz
