Investing with Integrity

Trusted advice.  Personal service.

We strive to help our clients meet their financial objectives through unbiased advice, strong research and personal relationships

Integrity

At FinSym we know that trust is the cornerstone to a financial advisor relationship. FinSym looks to develop long-term client relationships with an unwavering focus on our clients’ needs and abiding by strict ethical standards.

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Personalization

Services are personalized and customized to identify and address each client’s individual financial goals.

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Proven Philosophy

FinSym uses a structured, evidenced based investment strategy with appropriate asset allocations and diversification based on each client’s needs and risk profile.

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Cost Efficient

FinSym always creates efficient portfolio solutions for clients avoiding excessive management fees, advisory fees, taxes and other related expenses, as they can be a significant drag on returns and wealth creation.

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Our Financial Services Go Above And Beyond

Your Financial Quarterback

FinSym has an investment philosophy grounded in Modern Portfolio Theory: Belief in efficient markets necessitates a structured investment methodology. The rationale for structured investing is based upon:

  • The vast majority of actively managed mutual funds do not beat the index especially over long periods of time.

  • Structured investing offers significantly lowers costs, and reduces the tax burden to the investor.

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Financial Articles

Why Should You Diversify?

Why Should You Diversify?

Equity markets have experienced a sharp decline to start 2016, leading some investors to reevaluate their asset allocation. As US stocks have...

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Recent Market Volatility

Recent Market Volatility

WE SHOULD EXPECT VOLATILITY. It is important to remember how well-functioning capital markets work and what prices reflect; prices reflect the aggregate...

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Free Throws

Free Throws

“ What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?” I am often asked this...

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