About
We’re a different kind of investment firm.
We empower our clients to navigate complex financial decisions with confidence, accomplish their goals, and realize their broader purpose. As an investment advisor and strategic partner, we enable our clients to manage their capital with purpose, clarity, and conviction.
$3B+
ASSETS UNDER ADVISEMENT
99%
CLIENT RETENTION RATE (TEN-YEARS)
Since 2008
SERVING CLIENTS WITH CARE
Background
For many years, our team has advised institutions and private clients dedicated to making a difference in their communities across the country. Having started our business on Wall Street in 2000, we launched Syntrinsic in 2008 to introduce a different type of investment firm. Our culture and structure enable Syntrinsic to offer investment advice that is objective, well-researched, and responsive to client needs. We partner strategically with clients to offer services beyond investing that can make a material difference in our clients ability to meet their financial and non-financial goals.
In 2023, Syntrinsic joined forces with IMA Financial Group (IMAFG), an integrated financial services company, through an acquisition and eventual merger with its subsidiary, IMA Advisory Services, Inc. in 2025. The partnership between Syntrinsic and IMAFG brought together two employee-owned firms that share a similar culture, strategy, and commitment to community. The combined firm is private and independent, not beholden to Wall Street or controlled by private equity, and objectively serves the interests of our clients without distraction. This evolution has helped Syntrinsic further deliver the service and solutions that we hope will meet and exceed our clients’ expectations.
Our Commitment
- Fiduciary Partnership: We strive to steward client capital with care and loyalty, enabling our clients to make decisions aligned with their objectives.
- Innovation & Growth: As we’ve grown, we’ve continued to invest in technology, talent, and infrastructure, backed by the national resources of IMA, helping clients confidently scale their impact.
- Customization & Transparency: We deliver tailored investment solutions and prioritize transparency in every client relationship so that our clients are fully informed and confident in their strategy.
- High-Touch Service & Engagement: We engage as a strategic partner to forge a stronger and more productive relationship. We want our clients to see Syntrinsic as a valued partner, not simply another vendor.
- Independence & Objectivity: We intentionally structure our business so that we can honestly and earnestly assess portfolio decisions driven by client needs and objectives.
Values
Empower All People
Syntrinsic strives to empower all people because we believe that all people are worth empowering. Empowered people are healthy, generative, collaborative, and capable of fostering sustainable, cohesive communities that in turn empower others. Thoughtfully done, empowering people today empowers future generations as well.
Serve with Intensity
To that end, Syntrinsic enlists competent, capable people who serve with intensity. Given that society today is far from what we believe society can be, we approach our work with urgency and drive, thinking more creatively, caring a little more, doing what we can to move ourselves and our community forward.
Prove Ourselves Dependable
We empower by earning trust; to earn trust, we prove ourselves dependable partners who are at our best when situations get more difficult. We own our responsibilities and are accountable for fulfilling them regardless of obstacles.
Innovate
To make a meaningful difference in a rapidly changing world, we innovate. We develop fresh ways of addressing business, social, and financial challenges in order to build a stronger company in a more generative world.
Take Initiative
Knowing that alone we cannot fulfill our purpose, we take initiative to build relationships, identify and solve problems, communicate needs, implement changes. Syntrinsic does not wait. Our work is too important. Because Syntrinsic strives to empower all people.