Portfolio Management1

Whether you’re seeking a comprehensive plan or a solution to a single investment challenge, we’ll help you find the answer that’s designed to best meet the needs of your business by going beyond the simple framework of assets, liabilities and risk tolerance. We’ll work together with you and your attorney or CPA to ensure we have an intimate picture of your current business situation before putting an investment plan in motion. Then, for each portion of your portfolio, we’ll work with you to handpick managers with proven track records and sound strategies created to help you protect and enhance the lifetime goals of your business.

Important Disclosure Information

  1. Life insurance may be purchased from Synovus Securities, Inc. (“SSI”), an affiliate of Synovus Bank or from an independent insurance agency. Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Securities, Inc. or any other Synovus affiliate. Insurance products marketed through Synovus Securities, Inc. are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures. Investment products offered through Synovus Securities are NOT FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal. Back
Interested in portfolio management services?

Call us or stop by:

Synovus Securities
(800) 332-3403

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