Central to the Symphonic framework for managing client investments is asset allocation and holdings selection. The process begins with a clear and objective definition of the client’s risk tolerance, defined primarily by the amount of downside risk they are willing and able to accept. Symphonic's investment competence has proven successful over various economic and stock market cycles. Client portfolios are developed using the most sophisticated and comprehensive portfolio optimization tools available. Our investment committee only considers recommendations that are well researched and meet a rigorous set of screening criteria, including style consistency and stock overlap.

Symphonic has a full suite of services that we tailor to each client’s needs. Our Intelligent Personalization™ services establish portfolio management and asset allocation as the cornerstone of a successful relationship between the advisor and client. Intelligent Personalization™ enables the client to benefit from a long-term wealth management relationship with meaningful results because the framework for portfolio development includes:

• Current and projected economic financial landscape
  
• Parameters for a risk budget
  
• Parameters for a tax budget
  
• Investment policy development
  
• Efficient portfolio transition strategies
  

Symphonic also provides a full spectrum of services for our advisors. Our knowledgable “on call” experts provide you with a full range of investment planning solutions for high and mid net worth clients. Having appropriate products and expertise at the right time gives you opportunities to gain additional assets and provide the highest level of value for your clients through generations. The objective of our business model is to allow your clients to remain your clients for life by never outgrowing your capabilities to provide solutions to their unique financial situations. We supply this support through:

• Comprehensive, personalized and technologically advanced investment management services led by dedicated and accessible portfolio managers
  
• Sophisticated asset allocation program for portfolio design that includes the migration of all holdings of the client
  
• Diversified, unbiased insurance solutions
  
• Marketing and practice development programs designed to strengthen your business
  
• Innovative financial planning tools and technologies
  
• Online account access for portfolio tracking and reporting on our company web-site and through our custodian, Pershing and NetExchangePro™
  
• Operations and technology experts to support day-to-day processing and deliver timely client service
  
• Compliance staff to assist with the regulatory environment
• Asset protection solutions through geographic, currency or jurisdictional offshore strategies