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.