Synergistic Financial Advisors (“SFA”) is a diversified financial services firm catering to various client segments, we offer financial and analytical support to businesses, corporations, financial institutions and individual professionals.
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SFA has the ability to offer comprehensive tailor-made solutions to its diversified clientele.
We provide financial services ranging from research reports, corporate training, portfolio management and outsourcing services to corporate finance advisory.
SFA believes in investing in human capital, our most...
SFA has built its niche in providing the following services to its clients:
Financial Analyst Outsourcing Services
Synergistic Financial Advisors specializes in outsourcing services, with the core focus on Analyst Outsourcing services. SFA offers unique services of full time and/or project based analyst outsourcing. We have developed systems which ensure timely, objective, accurate and efficient transfer of knowledge form our analyst work stations to our client’s inbox, while maintaining confidentiality
Corporate Finance Advisory
Synergistic Financial Advisors specializes in identifying, analyzing and consummating mergers & acquisitions for owners of privately held businesses or public companies divesting divisions and subsidiaries. In addition we assist clients with capital sourcing for recapitalizations, restructurings, growth, shareholder buyout, or other similar needs, and work extensively with our clients on their exit planning.
Synergistic Financial Advisors places a special emphasis on its Portfolio Management Services. Our Portfolio Management Services range from full blown active strategies, aimed at maximizing outperformance, to highly efficient indexing strategies. Choice of the strategy utilized for portfolio management is contingent on our client’s investment objectives.
Synergistic Financial Advisors specializes in Corporate Training Courses. SFA training is a comprehensive training program focused on providing...
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