The intelligence platform
Landscape/Asset Managers/Gyroscope Capital Management
Visit website Asset Manager / Fund Manager

Gyroscope Capital Management

Custom direct indexing and structured investment strategies for financial professionals.

Web-based
01 — Overview

What Gyroscope Capital Management does

their website for gyroscopecapital.com redirected entirely to First Trust Advisors L.P. (ftsma.com), a firm offering custom wealth solutions to financial professionals. First Trust Advisors provides direct indexing, structured investment strategies, and custom option solutions through separately managed accounts, positioning itself as a back-end investment manufacturing partner for advisors and wealth managers serving end clients.

The firm's product lineup centers on tax-aware portfolio construction and customization at the individual account level. Key offerings include:

  • Direct Indexing and Premium Direct Indexing, allowing advisors to build index-like exposure with individual securities and tax-loss harvesting
  • Values-Based Strategies for clients with ESG or screening requirements
  • Structured Investment Strategies in both neutral and defensive configurations
  • Custom Option Solutions for tailored risk and return profiles

Family offices evaluating this provider should note that First Trust Advisors operates as a strategy manufacturer and investment consultant rather than a direct client-facing wealth manager. Its value lies in providing advisors and investment teams with configurable equity and structured product strategies, particularly where tax efficiency and personalization are priorities. The offering appears oriented toward US-based financial professionals, and no family office-specific onboarding, reporting infrastructure, or consolidated portfolio tools are described on the site. Pricing is not publicly disclosed, and the depth of direct family office engagement versus intermediary-only distribution is unclear from the available content.

Our Custom Wealth Solutions are designed to meet the diverse needs of financial professionals and their clients.

On Gyroscope Capital Management, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Direct indexing via separately managed accounts
  • Tax-loss harvesting through individual security ownership
  • Values-based and ESG portfolio construction
  • Structured investment strategy implementation
  • Custom option strategy design
  • Investment consulting for financial professionals
Notable features
  • Direct Indexing strategies
  • Premium Direct Indexing
  • Values-Based Direct Indexing
  • Custom Option Solutions
  • Structured Investment Strategies (neutral and defensive)
  • Equity strategy customization
  • Console platform access for advisors
Assets supported
EquitiesOptionsStructured Products
Platform & technology
Custom ReportingBenchmarking
03 — Company

The firm behind it

Software type
Web-based
Headquarters / markets
United States
04 — Clients & fit

Who it’s for

Built for Advisors / Wealth Advisors (RIA), Investment Teams, Single Family Office (SFO), Multi Family Office (MFO).