Partnership Plus

At The Symons Group, we understand that each investor is unique. We recognize the importance of creating differentiated solutions. We invite you to experience the long-term commitment and access the investment expertise that is the cornerstone of Partnership Plus.

 

Our top priority is gaining a comprehensive understanding of your needs, so that we can develop a strategic plan to help you reach your goals. We can also work with you to take estate, business, and family requirements into account.
 
In addition to helping you define your asset mix and diversify your holdings, The Symons Group provides ongoing portfolio review and evaluation. Regular reports and account statements ensure you receive a complete picture of your portfolio over time. Plus, you enjoy the convenience of being able to access your accounts however you want – in person or online. All of this is available with Partnership Plus for a simple annual fee. 
 

Benefits for Our Clients...

The Partnership Plus program is a non-discretionary fee based advisory program geared to investors who value our services as advisors and who want to remain involved in the day-to-day investment decisions of their accounts.  Many clients are attracted to the Partnership Plus program because the investment decisions they make with our advice no longer take transaction costs into consideration but are solely based on their strategic investment needs.

 

Overall, the Partnership Plus program is for individuals who have a long-term investment outlook and are looking for a combination of strategic consultation and value added service.

 

Objective Investment Advice - The foremost benefit to clients when investing through Partnership Plus is the removal of any perceived conflict of interest.  In a fee based environment clients are reassured that our strategic decisions are driven by investment objectives and not by commissions.

 

Partnership Plus positions our clients and The Symons Group "on the same side of the table". In a fee based account transaction costs are not prohibitive to making changes. Therefore, clients shift the focus of the investment process away from the cost of transactions and towards building a portfolio specifically designed to meet their strategic investment objectives. Please Contact Greg Today for more information on the Partnership Plus Program