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.