About Synetos

At Synetos Capital Management, we are committed to building a relationship grounded in transparency, working together to help you pursue your financial aspirations.

• Discovering & Defining Your Financial Goals

  Before our team offers any specific advice, we begin each relationship by conducting an intimate analysis through open dialogue. We believe that profiling each client on a financial, personal and emotional level is essential, as it leads to a deep understanding of your needs and objectives. It is from this consultative process that together we can determine if there is a precise fit and begin committing our experience and skills to helping you pursue your unique financial goals.

• Developing Your Strategy

  Based on the collaborative interaction and data gathered in our opening meeting, we will present a preliminary financial plan that will redefine your financial goals and generate a suitable asset allocation strategy. In addition, we will have a high-level discussion around the importance of risk management, your return considerations, behavior patterns and our core beliefs regarding investing.

• Implementing Your Plan

  Working closely with you to bring the elements of your plan to life, we will:

  • Deliver a refined Financial Plan and carefully crafted Investment Policy Statement, which serves as the basis for ongoing portfolio monitoring and review.
  • Work to complete account aggregation to provide a shared holistic view of all financial accounts and liabilities.
  • Coordinate agreed-upon service and contact standards, and be certain your existing professionals are made aware of our relationship through a personal call from a member of our team.
• Cultivating Our Relationship

  Finally, we will establish the foundation for ongoing client enrichment, which we believe to be vital in developing a rewarding and long-term relationship.