Synergy Portfolios

Synergy offers portfolios that are constructed by Consilium based on research and recommendations from two different highly-experienced investment teams.

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Consilium Portfolios

There are 22 different portfolios to choose from including nine socially responsible investing (SRI) portfolios and four portfolios that are comprised only of portfolio investment entity (PIE) funds.

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MyFiduciary Portfolios

The MyFiduciary series of six portfolios are developed using a “core-satellite” approach, and are comprised of a mix of diversified low-cost funds and funds that are more actively managed.

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