An independent financial planning and investment firm
Trusted advice. Personal service.
At FinSym we know that trust is the cornerstone to a financial advisor relationship. We develop long-term client relationships with an unwavering focus on our clients’ needs.
Proven philosophy. Integrity. Personalization.
About FinSym
The FinSym Difference
- Trust is the cornerstone to a financial advisor relationship.
- FinSym develops long-term client relationships with an unwavering focus on our clients’ needs.
- FinSym creates efficient portfolio solutions for clients avoiding excessive fees and taxes
- We base our investment choices on scientific and academic research that supports higher returns over the long term.
- Services are personalized and customized to identify and address each client’s individual financial goals.
DEDICATED TO CLIENT SERVICE WITH INTEGRITY
- FinSym was established to provide our clients with a unique financial advisory alternative relative to that provided by traditional brokerages.
- Putting our clients’ interests first is the cornerstone of our business.
INTERESTS FULLY ALIGNED WITH CLIENT
- As an independent and a registered investment advisor firm, FinSym has a fiduciary obligation to our clients
- 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
- We believe in the Modern Portfolio Theory that states markets are efficient.
- FinSym uses a structured investment strategy with properly designed and diversified portfolios based on each client’s individual needs.
- We work together with each client to maximize long-term returns with the appropriate level of risk.
COST AND TAX EFFICIENT FINANCIAL Solutions
Our structured investment approach allows us to design efficient portfolio solutions and to minimize costs by:
- Focusing on funds with low management fees
- Minimizing trading and churning of securities
- Creating tax-efficient portfolios and tax-efficient trading
ADVICE + PLANNING = SUCCESS.
Financial Services
What FinSym Can Do For You
Wealth Management
Customized Portfolios
Financial Planning
Retirement Planning
Estate Guidance
Tax Efficient Investing
Education Planning
Investment Advice
- Assess investment goals and objectives
- Analyze assets and existing investment portfolio
- Design a customized portfolio based on a client’s risk tolerance, return expectations, and time horizon.
- Monitor the investment portfolio and rebalance in accordance with the client’s objectives.
- Evaluate periodically new investments and strategies suitable for the portfolio
- Provide an investment performance review quarterly
Financial Planning
- Create a net worth statement
- Review asset allocation and provide repositioning recommendations
- Recommend strategic tax planning
- Develop a lifetime cash flow analysis
- Generate retirement scenarios and timeframe based on client’s goals
- Evaluate estate and education planning and provide recommendations
Our Philosophy
FinSym has an investment philosophy grounded in Modern Portfolio Theory.
The rationale for our methodology is based upon these metrics:
Efficient Market
FinSym has an investment philosophy grounded in Modern Portfolio Theory. Belief in efficient markets necessitates a structured evidenced based investment methodology. The rationale for our methodology is based upon the fact that:
- The vast majority of actively managed mutual funds do not beat the index especially over long periods of time
- High management fees and expenses can be a significant drag on wealth creation.
Risk and Return Are Related
Risk and return are highly correlated; providing investors with investments that match their risk/return profile is a core tenet of FinSym Partners.
Asset Allocation
A critical component to FinSym’s investment philosophy is appropriate asset allocation and diversification.
- Helps to reduce portfolios overall risk
- Can increase return for a given level of risk
Tax Implications
Reducing the tax burden while maintaining returns is important. Many clients have both taxable and tax-deferred retirement accounts. Those asset classes least tax efficient are placed in the tax-deferred accounts to minimize the tax impact to the client.
Highly Structured Portfolios
By utilizing a structured form of investing, we are able to reduce costs, taxes, and volatility.
Why Dimensional Funds?
At FinSym Partners we have learned there are key factors in the market that have proven to help drive higher returns over time. We use this philosophy to structure our clients’ portfolios to take advantage of those factors.
We use Dimensional Funds because their investment philosophy aligns with our beliefs and is supported by years of scientific and academic research. That research shows specific drivers of long-term investment premiums exist:
Equity Premium
The stock market has historically provided a higher return than bonds.
Company Size
Small-cap vs. large companies
Relative Price
Value stocks vs. growth stocks
Profitability
High vs. low profitability companies
Diversification
Trying to pick individual stocks is akin to gambling; diversification is imperative to maximize returns while appropriately minimizing risk.
Meet The Experts
Our Advisory Team
Over 40 years of experience managing our clients financial needs. We are devoted to best-in-class service.
Robert P. Davidson
Principal / 206-276-1774
Prior to founding FinSym Partners, Mr. Davidson spent 18 years as an investment banker raising capital for companies and advising clients on mergers and acquisitions. He began his career in New York with PaineWebber before moving back to Seattle and working for Ragen MacKenzie and then Wells Fargo Securities.
He has counseled a wide range of companies in diverse industries, and his client list varies from start-ups to Fortune 50 companies. Prior to business school, Bob spent four years at Anderson Consulting.
Bob graduated magna cum laude from Whitman College with a BA in economics and a minor in mathematics. He attended the J.L. Kellogg Graduate School of Management at Northwestern University where he earned his MBA with concentrations in finance and marketing.
Bob was born and raised in Seattle and currently resides with his wife, Malei in Madison Park. In his spare time he enjoys golfing, fly-fishing and swimming.
Brent Davidson
Principal / 206-510-9234
Prior to joining FinSym Partners, Brent spent over 18 years as at Holland America Line as a Finance and IT Executive. He served as CIO for six of those years modernizing the company’s technology to optimize core business functions including data analytics, CRM, financial and onboard systems. He started his career as a practicing CPA with Arthur Andersen for four years.
Brent is a graduate of the University of Washington Michael G. Foster School of Business with a concentration in accounting. He has passed the Series 65 examination with the National Association of Securities Dealers (NASD) and is a registered investment advisor and a licensed CPA in Inactive Status with the State of Washington.
Brent was born and raised in the Seattle area and resides in Seattle’s Capitol Hill neighborhood with his wife Jane, two sons Jack and Graham, and dog Bear. In his spare time Brent enjoys fly fishing, spending time outdoors, running, rooting for all the local sports teams (especially the Huskies), and spending time with his family.
Grey Davidson
Assoc. Partner / 206-518-0453
Prior to joining FinSym Partners, Grey spent 7 years in Finance at Amazon, most recently as a Finance Manager. He primarily worked in Amazon Web Services, focused on private pricing deals with AWS’s largest enterprise customers, including financial modeling before deals were signed and financial performance analytics for active deals. He also served as a finance partner to AWS technical sales teams, helping them with headcount management and budget planning. He began his career in the Amazon Finance Rotation Program as an analyst, graduating from the program in 2020.
Grey is a graduate of Washington University in St. Louis, where he earned his B.A. in economics with minors in mathematics and anthropology. He has passed the Series 65 examination with the NASD and is a registered investment advisor.
Grey was raised in Seattle and currently resides in Seattle’s Eastlake neighborhood with his fiancée Danielle. In his spare time, he enjoys golfing, playing tennis, and traveling.
Custodian: Charles Schwab & Co., Inc.
A member of the Securities Investor Protection Corporation (SIPC)
Charles Schwab & Co., Inc. (“Schwab”)
FinSym has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
Viewing Your Accounts
Client Login
We make it easy to access your accounts. Easily and securely login 24 hours a day/7 days a week.
Schwab Client Site
By using Schwab as primary custodian, FinSym has access to a wide range of products and services that help us serve our clients, including:
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Full range of investment products and trading services
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Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
Asset Book Client Portal
Clients are able to access their account account balances, performance, account positions, quarterly reports and more through the Assetbook Portfolio Management System.
KNOWLEDGE IS POWER.
Resources for Success
Contact
Let Us Help Get You Started
We know your time is valuable…briefly tell us about your goals and we will contact you as soon as possible. Thank you for reaching out!
FinSym Partners, LLC.
FinSym Partners, LLC is a registered investment advisor with the Securities and Exchange Commission. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Location
We are located in the Madison Park area of greater Seattle, WA.
2310 42nd Ave E.
Seattle, WA 98112
