Corporate Philanthropy Investing Services :: Investment Consulting Firm

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 Philanthropic Investing 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 Corporate Philanthropy or institutions. In order to provide the assurance that thoughtful stewards require, we have addressed the following important issues.

Syntrinsic Investment Counsel…

•	Assist clients in establishing custody relationships that are user friendly, well-respected, and secure

•	Uses in-depth third-party research and analytic capabilities

•	Maintains a professional, secure office space

•	Provide the compensation and benefits package required to retain talented personnel

•	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.