Charles Schwab President and CEO Walt Bettinger visited the Winona Lake headquarters of SYM Financial Advisors on Friday. Bettinger spent time with the SYM owners to solicit feedback and ensure that Schwab is meeting the needs of SYM clients.
Bettinger assumed the role of president and CEO in 2008 when founder, Charles R. Schwab, stepped down. Charles Schwab & Co. Inc. is one of the nation’s largest financial services firms serving approximately: $1.9 trillion in client assets, 8.7 million client brokerage accounts, 850,000 bank accounts, more than 7,000 independent investment advisors and 1.5 million retirement plan participants.
SYM Financial Advisors is focused on bringing uncommon results to our clients by delivering expertise and a high level of client service. Meeting with institutional partners, such as Charles Schwab, is a critically important step that allows us to emphasize and execute on shared values.
SYM Financial Advisors is one of the Midwest’s largest independent, fee-only, fiduciary wealth management firms with over $1 billion in assets under management.
Headquartered in Winona Lake with offices in Fort Wayne, Indianapolis and South Bend in Indiana and Midland, Mich., SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations.
SYM delivers unique, goals-based portfolio management solutions and also provides their clients a low-cost and completely transparent, investor focused 401(k) solution.