ESG - Environment, Social & Governance Investing

Potlucks and Portfolios Can Say A Lot About a Person

I try not to judge, especially not at a church potluck, but having recently gazed at my fellow Presbyterians’ plates, I’ll admit it was quite telling. I could tell the vegetarians from the meat-lovers, and the chocoholics from the cobbler connoisseurs.

Investing with Impact: Searching for Portfolio Values

As a professional advisor, my clients look for help in their financial lives; addressing goals and managing money. As a professional parent, my clients (ok, my kids) seek different guidance – help with family values instead of portfolio values.

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SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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