How We Serve

On the face of it, investment advisors can appear to all do the same work, to provide the same services and to deliver them in similar ways. Syntrinsic, however, is different. Our firm was built to exclusively meet the investment needs of nonprofit organizations and philanthropic families. We know who we are, we know who we serve, and we know how we serve them.

These case studies are grounded in real client experiences; and yet, they capture but glimpses of how we empower our clients to better pursue their missions, revealing how we enable clients to be even more effective stewards of their financial resources.