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Resources & FAQs

If your question is not addressed here or you need further information, please don’t hesitate to contact us at 616-608-3755 or christine.lindeman@sytsmawealth.com

Resources

Investor Access

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Account Aggregation

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Economic Commentary

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Reading Your Statement

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FAQs

How is Sytsma Wealth compensated?

We understand that every situation is unique;  we work primarily on an advisory fee basis.

What is Sytsma Wealth’s investment philosophy?

We invest based on the specific goals and objectives of our clients. We believe the biggest component to performance is behavior management along with having a well-diversified portfolio.

What investment types does Sytsma Wealth utilize?

Stocks, bonds, mutual funds, alternative investments (i.e. private equity), as well as managed accounts based on a spectrum of strategies and risk profiles, and insurance and annuity products.

What is Sytsma Wealth’s relationship with Raymond James?

Raymond James is our Broker Dealer. This means the trading we do on your behalf is transacted through them and we have access to their resources and research.

If I work with another firm, how do I switch to Sytsma Wealth?

We simply need a copy of your most recent account statement and your signature.

Is Sytsma Wealth a fiduciary?

A fiduciary is someone who accepts the responsibility of taking care of the property or needs of another person, to the benefit of that person. Yes, we are a fiduciary.

Is Sytsma Wealth Strategies a good fit for me?

The initial meetings are a chance for us to get to know each other in order for us both to determine if this would be a good fit.

Office & Market Closings

dates in 2020, concurrent with the NYSE schedule *

New Year’s Day
Martin Luther King, Jr. Day
Presidents' Day
Memorial Day
July 3 & 4 - Independence Day
Labor Day
Thanksgiving
*Nov. 27 all day (Markets close at 1pm)
Christmas Eve & Day