Private Client Services
Connected
It’s your wealth. We’re your guide.
Planning with Purpose
Syntrinsic understands that a portfolio exists to meet needs and fund opportunities today, into the future, and across generations. We help clients gain a comprehensive view of their finances, so they are empowered to be more intentional about their financial decisions.
- Current Income
- Healthcare
- Emergencies
- Opportunities
- Legacy for Loved Ones and Community
Values Based Investing
Many Syntrinsic clients strive to reflect or reinforce their personal values through their investing. Rather than imposing our values on our clients, Syntrinsic begins by understanding the broader goals that you wish to achieve. There is no pressure to align values and investments; rather, we strive to be a resource for understanding the possibilities and a guide for learning more.
ALIGNMENT
The degree to which a portfolio reflects one’s values. Values alignment may be seen through lenses of association and responsibility.
IMPACT
Creating an outcome with your investment that would not otherwise have happened.
RISK/RETURN
Maximizing investment return within risk and strategy guidelines.
SIGNALING
Investors may send a signal to the public and corporate management with their investment choices, including by calling attention to company practices contrary to the investor’s personal values.
Portfolio Construction
Wise investment decisions flow naturally when there is clarity of the investor’s needs and a thorough understanding of the investable landscape.
Knowing how much one needs to earn to fulfill plan objectives informs crafting an asset allocation that aligns with those objectives.
Frequently, investors have different portfolios for trusts, partnerships, retirement accounts, and philanthropic accounts, reflecting the variety of objectives, timelines, and risk tolerances that many investors possess.
With objectives and allocations clear, the process for selecting specific investment strategies takes shape. Those decisions are influenced by tax and liquidity considerations, as well as traditional factors such as cost, risk, volatility, income production, and confidence.
Education: Power Through Knowledge
Behavioral Finance
- Risk, Fear, and Market Timing
- Investment Decision Making
Markets + Finance
- Active + Passive Investing
- Alternative Investments
Financial Planning
- Goal Setting and Portfolio Alignment
- Fiduciary Best Practices & Values-Based Investing
Tax and Legal Considerations
Syntrinsic does not provide tax and legal advice. Rather, we support our clients by engaging with their trusted advisors for day-to-day tax and legal considerations, as well as for special situations, including lifecycle events.
Frequent Tax Considerations
- Tax impact of realizing gains or losses
- Account type for income producing investments
- Treatment of low-cost basis legacy investments
- Use of tax-managed investment strategies
- Tax efficiency when raising income to distribute
Frequent Legal Considerations
- Development of estate plan
- Supporting personal representative(s) of estate
- Understanding trust and partnership directives
- Considering various philanthropic planning tools
- Connecting to specialist legal resources
Operational Support:
Your Investment Back Office
- Custody and Trading
- Account Set-Up
- Asset Transfer
- Cash Flows
- Support your tax and legal advisors
- Portfolio Changes
- Fee Advocate
- Reports and Analysis