Synthesis Advisors, Inc.

Synthesis Advisors provides portfolio management to high‑net‑worth individuals, trusts, and partnerships, generally working only with clients who meet accredited, qualified purchaser, or qualified client standards. In addition to allocating assets among third‑party pooled investment vehicles and managers, the firm also provides non‑investment services such as management of real and personal property and assistance with indebtedness.

The firm’s investment approach emphasizes selecting and allocating to external managers (including hedge funds and other pooled vehicles) rather than recommending individual securities, and it uses charting and fundamental analysis when evaluating opportunities. Strategies are tailored to each client’s objectives and risk tolerance, with accounts monitored on an ongoing basis and a mix of discretionary and non‑discretionary arrangements.

Noteworthy features include the use of performance‑based compensation for many client relationships—a relatively uncommon practice among peers—with performance calculations that may include unrealized appreciation and are independently confirmed by third parties. The firm operates with a very small advisory staff, serves a client base concentrated in family trusts and personal relationships, and relies primarily on a trust company custodian for the custody and reporting of client assets.