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An academic approach to investing

following the evidence

Synergy Financial Planning's philosophy is based on Modern Portfolio Theory and other teachings of Nobel Prize winning economists. Following this philosophy, we develop a diversified portfolio of asset classes using low cost index funds with the aim of maximizing return for a given risk level. The portfolio design focuses on your situation; your goals; and your willingness, ability and need to take risk.

Learn more about the basics of academic investing

Our belief is that outperforming the market through stock selection or market timing certainly is possible; however, the odds of success are so low that it is not rational to try. We further believe that while we cannot control or predict market returns, we can control the costs we pay and the risk we accept. 

Contact us to learn more about our academic approach to investing & how it can benefit you.