Synergy Asset Strategies Inc Information

At Synergy Asset Strategies, Inc. (SASI), our mission is to provide asset management to investors who desire to generate wealth while making a difference with their money. We collaborate to determine each client's goals and values then apply that knowledge to an individualized investment strategy. Our experience with both traditional and Socially Responsible Investment analysis allows us to apply disciplined research methods to find stocks that fit not only our strict fundamental and technical requirements but also match the client's unique ethical, environmental, social, and governance criteria.