SyFi logoChoosing an investment management firm is a big decision. You want to work with a firm who has a good track record, is trustworthy and that is personable and easy to work with…a firm that has your best interests in mind, not its own. At Synergy, we strive for these ideals every day.

  1. Independence – We are an unbiased third party that can provide you with an objective point of view. Your goals are our goals!
  2. Proven Expertise – Our team of experts is highly educated, experienced and has a track record of solid performance.
  3. Perspective – With more than a decade of experience dealing with varying market conditions, we have developed a prudent investment approach and a long-term perspective that produces results for our clients.
  4. Relationship Management – What sets us apart from other investment firms is that we view each client as a person, not a number or a portfolio. Our relationship with you is our first priority, and we work hard at building mutual respect and a strong relationship to better understand and reach your goals.
  5. Quality Customer Service – As a boutique investment firm, we are here to serve you in person, by phone or online to support your investment and financial planning success.

Next week:  Part 2:  Top 10 reasons to choose Synergetic Financial Management