The FinSym Difference

Dedicated to Client Service With Integrity

Hand drawn TRUST process for presentations and reports, business conceptAt 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. FinSym was established to provide our clients with a unique financial advisory alternative relative to that provided by traditional brokerages.

Interests Fully Aligned With Client

As an independent and a registered investment advisor firm, FinSym has a fiduciary obligation to our clients. This client-centric approach is the cornerstone of our business. Putting our client’s interest first best positions us for long-term success. FinSym does not accept any product commissions or incentives, which removes a potential conflict found with commissioned based advisors. Being a fee only advisor, allows the firm to provide the most appropriate client solutions and advice.

Proven Investment Philosophy

Relying on the Modern Portfolio Theory that states markets are efficient, FinSym uses a strucutured investment strategy with properly designed and diversified portfolios based on each client’s individual needs. FinSym works together with each client to maximize long-term returns with the appropriate level of risk.

Cost and Tax Efficient Financial Plans

Businesswoman holding piggy bank drawing front of blackboard

Our structured investment approach is set up to minimize costs to our clients. There are three primary pillars to this approach:

  • Focus on low cost funds
    • Minimize trading and churning of securities
      • Creation of tax efficient portfolios and tax efficient trading

      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.

      A Wealth Plan Unique To Each Client

      Services are personalized and customized to identify and address each of our client’s individual financial goals. However, the fundamental investment philosophy and tools used to develop a solution are the same.

      Phone: 206-276-1774