Symfonie Capital brings together a multinational team of specialists in finance and investment management. Our team includes professionals with a wealth of knowledge derived from careers that have spanned more than twenty years. Our experience includes working at major international banks in corporate finance, portfolio management and investment analysis, in addition to advising and managing startup and early stage companies.
Our firm is named Symfonie because although investment management and corporate finance business deal with money, at the end of the day our business is about people and how people work together, as team, in harmony, in order to achieve a common goal. The Symfonie team, like its musical counterpart, brings together a team of professionals who leverage each others skills and competencies to achieve the common goal of delivering value to our clients.
WHAT MAKES US DIFFERENT
We are a boutique firm owned and managed by the principals, so each client receives a high level of care and attention from the firm’s management team members.
Long term relations
Clients’ needs are not static. They develop and change over time and with lifestyle changes. Our success comes not from short term gains, but from meet the challenges of the future.
Focus on your best interest
Our fee schedules are designed around a prudent, balance combination of base service level and performance fees. We don’t profit from transaction volumes, brokerage fees or product commissions. We succeed by meeting your needs.
We adhere to a code of conduct designed to balance and protect the interests of all clients, without regard to whether the client is large or small or what product or service the client receives.
Our work begins by understanding each client’s unique financial needs and circumstances. We develop a service plan that addresses those needs. We continually monitor the extent to which our plan remains appropriate.
Proven track record
We bring together a team of highly experienced investment professionals and seasoned business executives to serve best your interest. We have a track record of success, developed during the long span of our careers.
A network of knowledge
Over the span of their careers our principals have developed a wide network of contacts including business leaders, entrepreneurs, researchers, economists and public policy makers. We make this resource available to our clients.
Access to innovative products
We provide our clients not only the traditional array of investment alternatives, but also a pallet of innovative investment products that offer the prospect of superior risk adjusted returns.