At Syracuse Group, we are committed to providing all clients with the high standard of professional services they expect and deserve. We are very proud to build long-term relationships with our clients by understanding the needs and objectives of each individual. Our team of industry experts consists of financial analysts, researchers and brokers who share over a century of collective experience. Our goal is to provide actionable information that leads to secure investment opportunities. Throughout your partnership with us, you will always be fully informed about how your money works for you in the financial markets. You are more than a client to us; you are an integral part of our success.

When you open an account with us here at Syracuse Group, you will have access to all major markets and exchanges that can maximize the profits of your portfolio. Whether you're an experienced investor or looking to start a portfolio, the markets can be very rewarding. Syracuse Group has always believed that it is honest and transparent with its clients when it comes to the risks associated with their investments. First contact with your new broker is of vital importance when it comes to your portfolio, as there are a number of factors that need to be taken into account. Our team will talk to you and ask questions about the level of risk that you are comfortable with, and what your goals are, so that your broker can find the right investment that will be chosen specifically for you.

Why we are different

Whereas many of the more prominent wealth management companies and those that are part of much larger financial organizations have limitations on which financial products or investments they can choose from, as an independent company in the Syracuse Group, we can select from the entire market the products and investments that best serve our clients. We don't have to consider buying in-house or tied products as we don't have, and we don't have to look for products that generate the most commission for us.

Our Philosophy

Honesty, Knowledge, Determination. These words are the basis of all that we stand for at Syracuse Group and all that we build our business on.

Honesty

Honesty is transparency in communication. Ensuring that the client is fully aware of what we are doing on their behalf and why we are taking that particular course of action. Life doesn't always go according to plan, even with the best of preparation and intentions. While risk management is a key component of our investment process, when things don't work as they should, it's important to be honest with clients and explain why, along with having plans in place to get back on track. A collaborative dialog ensures that we all stay on the same page.

Knowledge

While we're proud of our history and the returns we're generating, we don't rest on our laurels. There is always room for improvement across all aspects of our business, and we meet regularly to assess what we can do better and to discuss how we can improve. One way to improve the service we provide is by employing top-quality staff, led by our experienced and capable senior management team. Our staff are our most valuable asset, and by enabling them to develop individually as well as by adding quality, experience and knowledge diversity to the talent pool, we are continually improving.

Determination

Managing wealth is a long game to play. Our processes and strategies have been developed and refined over time, in line with the changing needs of our clients. Over the course of decades of collective experience, we have learned to welcome new challenges and to appreciate that it is only with thorough research, continuous improvement and unwavering determination that we will continue to deliver the quality of the results that we aim to maintain.

Please feel free to contact Syracuse Group today to find out how easy it is to open your account.