Investing with Integrity

We revolutionize the way the world invests.

“There’s lots of bad reasons to start a company. But there’s only one good, legitimate reason, and I think you know what it is: it’s to change the world.” —Phil Libin, Evernote CEO

Community Involvement

Ms. Rake is the founder and immediate past President of the Northeast Florida Green Chamber which was the first formal chapter of the Green Chamber of the South. The Green Chamber was formed to educate, promote and develop green and sustainable business.

Helen M. Rake, CFP(R): This Is My Story

When I formed Synergy Asset Strategies, Inc. my intention was to create an excellent investment management firm and make a difference for my clients and my community.  My goal is to change the way we think about investing and in turn change my corner of the world.

Often we invest considering only monetary profit and loss, risks and reward.  Rarely do we ask the question “Why invest?” For me, investing is more than a ticket to financial freedom it is a valuable tool of change that takes many forms. We may invest time in a meaningful project or organization; we invest values in the hearts and minds of our children; we invest in our own education and learning.

Investing is a way to create a legacy through the choices we make. Using our values as a guide in determining which companies benefit from our money encourages companies to give back, minimize their footprint and improve their business policies by respecting the environment and the communities in which they succeed. Our financial legacy to our children, then, becomes a legacy of stewardship for the greater global community which protects and enriches our children’s children and generations to come.

My parents taught me to treat others as I want to be treated and to conduct myself with honesty and integrity at all times. A valuable investment in my future. I live my life by these simple principles and they are an integral part of my overall business strategy. I also take cues from nature by striving to emulate successful natural systems as I develop investment strategies to stand the test of time. By staying nimble and paying attention to the evolution of monetary systems, companies and investment vehicles Synergy Asset Strategies will remain relevant and innovative in a continuously changing world.

Just as I have created a firm that I hope represents more than my desire to succeed in business, we can create a tailored personal investment strategy that represents more than your desire to make money. Let’s work together to make a difference.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. – See more at: http://www.cfp.net/for-cfp-professionals/marketing-toolkit/how-to-use-the-cfp-marks#sthash.nJmUYq0H.dpuf


Revolutionary Thinking:

Ms. Rake, CFP® was with Collins Capital Management from 2004 to 2013 where, in additional to principal and portfolio manager, she served as a member of the firm’s Investment Committee.  In 2010, she developed and launched a Socially Responsible Model Portfolio and Criteria Matrix along with research tools to customize allocations according to various environmental, social, moral and governance criteria.  Her Socially Responsible Model Portfolio provides a first of its kind guideline for clients interested in becoming shareholders in companies that refrain from excessive pollution, don’t engage in child labor and seek sustainability programs that are designed to outlast the immediate needs of the company in exchange for further growth not only of the business, but the community and larger society as well.

Ms. Rake discovered that most people don’t realize that they want to invest responsibly.  “Many times they don’t know that’s important to them and they don’t know that that’s an option,” said Rake.  “That’s one of the reasons I developed this portfolio because there’s nothing like it on the First Coast that I know of in use.”

In 2011, Helen founded the Northeast Florida Green Chamber, a chapter of the Green Chamber of the South, and serves as the President.  She is a member of the US Green Builder’s Council of NE Florida, The World Affairs Council of Jacksonville and The Girls Gone Green.  She is working with GlobalJax, VisitJax and the Green Meetings Association to develop a local certification for businesses supporting Jacksonville’s goal of becoming a Green Destination.  Ms. Rake is a native of North Florida and currently resides in St. Augustine, Florida, with her husband Todd and children Garrett and Savannah.  She enjoys boating and painting in her spare time.

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