Privacy Policy
Synergistic Financial Advisors (“SFA”) is a diversified financial services firm catering to various client segments, we offer financial and analytical support to businesses, corporations, financial institutions and individual professionals.
Our Management adheres to the CFA institute Code of Ethics and Standards of Professional Conduct with a strong emphasis on research objectivity as well as preservation of confidentiality. Our compliance department ensures the quality of research as well as encourages our analysts to follow CFA institute code of ethics and professional conduct.
