Syntrinsic serves institutions committed to proper stewardship. Our rigorous process enables Boards and investment committees to make disciplined, well-informed decisions.
Personal Guidance
Syntrinsic serves select families and individuals who seek a highly personalized, disciplined investment process, and a long-term professional relationship with a trusted Adviser.
Welcome to Syntrinsic Investment Counsel
Foundations and non-profits are not typical investment product consumers. They are organizations vital to maintaining the rich fabric of our society, and the stewardship of their resources is vital as well. Syntrinsic Investment Counsel was created to help most effectively meet the demands of this niche clientele. Its transparent fee structure and experienced advisers help boards and stakeholders make informed decisions that specifically address the complex needs of nonprofits. The Syntrinsic team specializes in working with the complexities of the nonprofit financial world. You can be assured that your organization will receive the appropriate care it deserves from a firm dedicated to serving like organizations.
Syntrinsic Investment Counsel is founded on the premise that each Client-Adviser relationship is unique, grounded in trust, and worthy of a transparent, independent structure. We have dedicated the past several years to providing excellent service and guidance to our clients despite the limitations of a broker-dealer environment.
As we look forward over the next 20 years, we are confident that operating as an independent investment adviser provides the best possible structure for our clients. We recognize that philanthropic families require different guidance than institutions. In order to provide the assurance that thoughtful stewards require,we have addressed the following important issues.
Syntrinsic Investment Counsel…
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Assist clients in establishing custody relationships that are user friendly, well-respected, and secure
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Uses in-depth third-party research and analytic capabilities
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Maintains a professional, secure office space
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Provide the compensation and benefits package required to retain talented personnel
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Has secured expert legal and compliance guidance
Call or send us an e-mail to learn more how Syntrinsic Investment Counsel can better steward your non-profit investments.
1860 Blake Street Suite 130 Denver, CO 80202
main 303.296.7100 toll free 1.877.296.7110 fax 303.296.7109
