Q1 2015 Newsletter
Our first newsletter of 2015 is packed with firm updates and exciting new technology. View it below, or download it here. Q1 2015 Newsletter from Financial Synergies Asset Management, Inc
Financial Synergies Recognized by Houston Business Journal
Financial Synergies was named a top wealth management firm and one of the largest money managers by Houston Business Journal for 2014.
Financial Synergies Pathway
Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they don’t have quite enough to meet our investment minimum. We …
Q4 2014 Newsletter
Q4 2014 Newsletter from Financial Synergies Asset Management, Inc
Q3 2014 Newsletter
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
Video | 401(k) Benefits
Bryan Zschiesche discusses the benefits of saving in your company’s retirement plan. If you’d like to learn more about how Financial Synergies can help you with your 401(k) or other retirement plans, please contact us.
Q2 2014 Newsletter
Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.
Q1 2014 Newsletter
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
Our 4th Quarter 2013 Newsletter
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
Happy Holidays from Financial Synergies
Our 3rd Quarter 2013 Newsletter
Q3 2013 Newsletter from Financial Synergies Asset Management, Inc
Check out Highlights from our Fall Client Appreciation Event!
Financial Synergies teams up with J.P. Morgan in a speaker-event with Andres Garcia-Amaya, Global Market Strategist, J.P. Morgan Funds. The event was held at the Hofheinz House, in Houston, TX on September 4, 2013 at 6pm. See below for some …
The Financial Synergies Two Minute Tour
Come take a tour of our office, located on the 14th Floor of the Whitney Bank Building in Houston, TX.
Thank You For Attending the Client Appreciation Event!
We had a blast at the Client Appreciation Event on March 28th 2013 at Arcodoro. Thanks to all of those who were able to attend, it was great to see you!
Performance-Based Fee
Our clients are given options when it comes to paying us for the management of their portfolio. The asset-based fee, the most commonly used arrangement, is simply based on a percentage of the total portfolio value. The performance-based fee is …
