Portfolio Management
A SYM Financial Core OfferingA better approach to portfolio management.
As an independent firm not associated with any parent company, we are free to look all over the world for the best investments for our clients. SYM’s Portfolio Management Investment Committee selects investments objectively, and cost-effective solutions are important to us.
Things start looking up with SYM working for you. Your financial life becomes more organized and intentional. We actively monitor your asset allocation and location, rebalancing when appropriate for tax savings and overall health of your investment portfolio.
SYM’s investment philosophy:
Research-based
Client-tailored
Cost-sensitive
Tax-aware
Globally diversified
Tactically allocated
Major in the Majors
Risk tolerance, lifestyle choices, retirement goals, priorities – shouldn’t these conversations be a prerequisite to any new investment relationship? Once we get to know the real-world you, our investment team strives to build a better plan for the financial-world you.
Uncommonly Capable
Each SYM Investment Committee member’s input is vetted through the group, resulting in our best combined thinking. Compare that to the option where a single advisor is responsible for directing your wealth.
Diversified Portfolios
We believe a diversified and low-cost portfolio provides access to long-term investment growth while avoiding the risk of catastrophic loss that comes with single-stock investing. In our experience, no-load mutual funds and ETFs are reliable vehicles for the road ahead.
Ongoing Scrutiny
Well-laid plans need adjustments over time. As market events unfold, new research emerges, tax laws evolve, and life’s seasons progress, your plan deserves ongoing scrutiny from a professional portfolio management team.
