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In today's world of investing, risk characteristics and market forces are changing faster than ever before. What's the solution? Synergy took this problem and started to unfold what was truly needed:

We need a new framework to evaluate all the critical facts.

We need an institutional and independent fiduciary process to integrate financial planning with investment management.

From there, we built and refined a new process that delivers a better investment experience and solves today's investing problems.

WE CALL IT SAAM™.

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