INTEGRATED WEALTH MANAGEMENT FOR THE DRIVEN
At Syntal, we have been guiding entrepreneurs, business owners, and families since 1998. We share the same ambition and values as our clients – to preserve, enhance and transfer wealth with effective, creative strategies designed to match income needs aligned with tailored risk tolerance models.
“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”
SYNTAL DELIVERS VALUE
We help our clients distill the issues they are up against – and make sure they are asking the right questions. Many of our clients face transitions, often involving a liquidity event. We do more than help them monetize the opportunity, we help them address their changing priorities to transform smoothly, and confidently, into the next phase of their lives.
We realize certain assets have distinct characteristics and need customized solutions. As a result, we have built expertise across multiple business sectors. This knowledge gives us tremendous insight into the challenges and expectations across industries – from Energy and Real Estate to Technology and Consumer Products.
Syntal delivers this type of added value. We are a team you can trust to be an advocate for your family and work hard on your behalf. Whether you run a business, a division, a family office or just need a dedicated team to manage your assets, we invite you to speak with us. You will quickly see that we understand you, your challenges, and your mindset.
WE ARE A TEAM YOU CAN TRUST TO BE AN ADVOCATE FOR YOUR FAMILY AND WORK HARD ON YOUR BEHALF
INSIGHT. EXPERTISE. EXPERIENCE.
SYNTAL NEWS
2023 1st Quarter Market Recap
As we have emphasized in recent years, we keep a close eye on fiscal policy, monetary policy, and interest rates. A lot has remained the same since our previous quarterly recap as monetary policy is still tight, fiscal policy remains nonexistent, and interest rates, although hit with a slight decline in Q1 2023, remain at historically elevated levels.
2022 3rd Quarter Market Commentary
Our perspective has not changed much from the mid-year market commentary earlier this year. Since the 2nd Quarter commentary was published, the markets have corrected even further, and energy has still been the one shining star.
2022 Mid-Year Market Commentary
The major equity markets (S&P 500, EFA, EEM) are all down year to date, with the U.S. market being down less than the others but still down over 17%.
4th Quarter 2021 Market Commentary
The major equity markets (S&P 500, EFA, EEM) did well for the 4th quarter, with the US market being the shining star for 2021. We were concerned that there could be some consolidation, but it didn’t happen.