Your Money + Your Values = Prosperity YOUR Way
At Synergy Asset Strategies, Inc. (SASI), our goal is to become the most well regarded investment management firm in the Southeast by establishing values-based investing as the new standard of excellence in asset management. Striving to continuously improve our expertise and execution, we will make sound decisions based on the client’s ethics and needs, knowing they are our primary stakeholder; treat our employees as we wish to be treated and give back to our community through volunteerism and monetary means which consistently increase as the firm grows.
At Synergy Asset Strategies, Inc. (SASI), our mission is to provide asset management to investors who desire to generate wealth while making a difference with their money. We collaborate to determine each client’s goals and values then apply that knowledge to an individualized investment strategy. Our experience with both traditional and Socially Responsible Investment analysis allows us to apply disciplined research methods to find stocks that fit not only our strict fundamental and technical requirements but also match the client’s unique ethical, environmental, social, and governance criteria.
With over fifteen years experience, our president Helen Rake has striven to improve lives with her work in the investment industry. Learn more about how we can help you!
At SASI, we offer a wide array of the best and integral strategies for improving your lifestyle and financial future.
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1. The interaction between two or more elements to produce a combined effect greater than the sum of their separate effects.