Synthesis Advisors, Inc.

Overview

Synthesis Advisors, Inc. is a corporation that provides portfolio management primarily for individuals and small businesses. The firm serves both individual & family and institutional clients and is owned by an individual. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Synthesis does not market itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives