When it comes to your investments the philosophy of Synergy Asset Strategies, Inc. is that you should know what you own and why you own it. We believe that in order to make the best investment decisions for our clients, we need to know our client well. We take time to learn about each client’s financial situation, philosophies around money, and future goals.
Once we have a full financial picture, we work to choose investments that align with your needs and goals. We also make all efforts to explain why we chose your holdings and educate you on how each holding fits into your unique investment plan.
Put Your Money Where Your Values Are
For clients that wish to include their core values in investment decisions, Synergy Asset Strategies, Inc. takes each client’s unique values into consideration when making investment decisions and do our best to respect and incorporate them into the overall investment allocation. This can mean we try to avoid companies that offend a client’s values such as a company that produces fossil fuels or doesn’t pay a living wage. On the flip side we try to include companies because they address a client’s desires to be invested according to certain personal criteria such as companies that are known for gender diversity, paying a living wage, or good labor practices.*
*Please note: Synergy Asset Strategies, Inc. and its Advisor(s) is not holding itslef out to be an expert in Socially Responsible Investment (SRI) or Environmental, Social, and Governance (ESG) investing. We simply utilize widely available public information about a company, its industry, and its practices to make a determination as to its appropriateness for a client portfolio.