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Charitable Endowments

Our Charitable Endowments Service

Synergy provides those working with charitable endowments with a full range of investment management and reporting services.

Our personalized service guides your organization through the investment process and will provide professional presentations at meetings, as required.

Our goal is to assure that:

  • The investment strategy matches the endowment’s unique needs and stated mission.
  • Individuals associated with the endowment have confidence in the investment strategy.
  • We develop your endowment’s income to supplement your own fundraising.
  • You have the information you need to support your decision-making and fiduciary obligations.

Synergy’s unique reporting capabilities allow us to generate up-to-the-moment reports at your request.


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An Independent Investment Advisory Firm

For a free assessment of your current financial condition…