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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Nonprofits & Foundations

A SYM Financial Niche

Managing the strongest resource behind your mission and your people: your fiscal strength.

A single stop for nonprofit investment consulting, SYM is a fiduciary manager dedicated to assisting your executive team and board in making informed decisions. We help organizations have the impact they seek.

  • Full-service nonprofit investment consulting
  • Broad resources
  • High-touch service model
  • Helping trustees navigate fiduciary roles
  • Time-tested compliance process
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SYM’s Chief Investment Officer Andy Popenfoose.

View his videos at the CIO Corner.

Video Series
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Informed decisions

Transparent reporting empowers you with the information you need to make your best decisions.

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A productive partnership

Facilitate the receipt of gifts via donor-advised funds, appreciated stock, and other planned gift strategies.

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The greater good

SYM recognizes the impact of investment management on your mission.

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Fiduciary best practices

Structured processes address fiduciary liability, improve administrative efficiency, and help to protect trustees.

Insights

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Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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