Synergy Investments is provided by Consilium, an independent financial services specialist offering a range of investment, business, administration and compliance services to financial advisory firms.
Consilium develops and provides a full suite of diversified investment strategies to help advisers build comprehensive investment solutions to meet the needs of their clients. Complementing the existing range of Consilium model portfolios, MyFiduciary portfolios include funds which have a more ‘active’ mandate. Both Consilium and MyFiduciary are holders of the Centre for Fiduciary Excellence (CEFEX) certification for global best practice standards in investment management.
Consilium provides advisers and institutions access to a bespoke custodial wrap service, an evidence based investment solution, a CEFEX accredited advice process, and a discretionary investment management service (DIMS), the Synergy Investment Programme.
As a champion of professional financial advice, and those who deliver it, Consilium works with more than 100 advisory firms across New Zealand, with assets under administration in excess of $4.5 billion.
For more information on Consilium services, visit us at www.consilium.co.nz