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Portfolio Management

A SYM Financial Core Offering

Home Services Portfolio Management

A 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.

We love this stuff. So, feel comfortable. We’ve got your back.

  • Long-term investment philosophy
  • Research-driven strategies
  • Portfolio rebalancing
  • Tax strategies


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.

Tactical Shifts

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-company investing. In our experience, no-load mutual funds and ETFs are reliable vehicles for the road ahead.

Customized Portfolio

An Object in Motion

According to Newton, an object in motion should remain in motion. But in the investment business, well-laid plans often fall short 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.

A new client ASKS SYM,

“How will you assure I receive the same great service and portfolio management after you retire?”

“The time to repair the roof is when the sun is shining,”   John F. Kennedy

Advisors plan for your future, but are you concerned your advisor might not have planned for his or her own uncertain tomorrow? In spite of even great foresight and skill, far too many advisors in the U.S. have not taken the time to plan for their own contingencies.

This matters because your family crisis could occur right when your advisor retires, passes away, or discovers a serious medical condition – just when your family needs him or her the most. Even among firms who do have a formal plan, few have actually experienced the successful transition of first-generation owners to the successors.

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SYM is different. After 50 years in business, SYM has stood the test of time with a functioning and client-centered contingency plan, honed by three generations of successful transitions. In 2006, SYM underwent its own transition to 100% employee ownership. With a framework where younger owners would buy out retiring owners, it became important for every owner to ensure the company is truly adding value to SYM’s clients’ families. How important? Their own retirement depends on it!

SYM principals are committed to a company which exists for the long-term good of SYM’s clients and employees. Outside owners might be important to a capital-intensive company, but SYM believes that a personal service company’s talent is best-aligned with its clients when ownership exists within the active executives and key value drivers. That way, owners feel an urgency, as servant-leaders, to improve and grow the company in a fashion that first serves existing and future clients, then serves teammates, and lastly serves the owners.



Portfolio Management

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It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.

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