In today’s world of investing, risk characteristics and market forces are changing faster than ever before. What’s the solution? Synergy took this problem and started to unfold what was truly needed: We need a new framework to evaluate all the critical facts. We need an institutional and independent fiduciary process to integrate financial planning with investment management. From there, we built and refined a new process that delivers a better investment experience and solves today’s investing problems. WE CALL IT SAAM™.