WINONA LAKE — SYM Financial Advisors, headquartered in Winona Lake,  with offices in Fort Wayne, Carmel and South Bend, and Midland, Mich., reached a landmark in the first quarter of 2017 with assets under management exceeding $2 billion. AUM refers to the total market value of the assets a financial institution manages on behalf of its clients. Reaching $2 billion in AUM places SYM among the top ranking Registered Investment Advisors in the country. 

“Reaching corporate milestones is exciting, but this really means our clients are that much closer to achieving their objectives.” said Jerry Yeager, SYM CEO. “We get a real kick out of helping clients utilize their income and assets to accomplish dreams and live their values.”

According to Yeager, SYM’s approach to wealth management requires a very low client-to-team member ratio. “Done right, the wealth management process is tremendously personal, so any corporate growth has to be targeted and intentional. Put simply, if we are growing AUM but compromising client relationships, that’s not a win for SYM or the client.”

With a 98 percent overall client satisfaction rating in a 2016 client survey, SYM also shows a strong history of client retention at 96-98 percent. Founded in 1968, SYM began as a financial advisory/insurance firm. In the early 1990s, the company’s business model changed from product-based to Registered Investment Advisor. They participate in a fee-based/ fee-only compensation structure and act as legal fiduciaries to all clients.

SYM Financial Advisors serves corporate executives, private business owners, healthcare professionals, families, retirees, corporations and not-for-profit organizations, delivering unique, goals-based portfolio management solutions, wealth management and a completely transparent and investor-focused 401(k) solution.

For additional information, please call (800) 888-7968 or visit www.SYM.com.