Investment Consulting Firm
non profit Investing services
philanthropic investing services
Investment Consulting Firm
Corporate Philanthropy
non profit Investing services
Structure Benefits
Broker-Dealer, Bank, Trust Company
Syntrinsic Investment Counsel
All clients have a fee-only relationship with their adviser.
No
Yes
All clients have a formal advisery contact with their adviser.
No
Yes
The client's advisery firm primarily serves clients with similar objectives and concerns.
No
Yes
All clients have access to an open investment architecture.
Possibly
Yes
All clients have access to an open investment architecture.
No
Yes
Clients can select any suitable custodian.
Possibly, but unlikely
Yes
All clients receive comprehensive customized performance reporting.
No
Yes
1860 Blake Street
Suite 130
Denver, CO 80202

main 303.296.7100
toll free 1.877.296.7110
fax 303.296.7109

info@syntrinsic.com
Investment Consulting Firm
philanthropic investing services
non profit Investing services
Syntrinsic: Corporate Philanthropy, Philanthropic Investing, and Non Profit Investing
1860 Blake Street, Suite 130, Denver, CO 80202, 303.296.7100
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