Sunnyvale, CA Office

Cynosure Portfolio Advisors serves individual advisory clients, with a particular focus on retail, non–high-net-worth individuals who are related to or close associates of clients of its affiliate, The Cynosure Group, LLC. The firm provides portfolio advisory on a discretionary basis, integrated financial planning, consolidated reporting, investment consulting (including both Consulting and Consulting Plus mandates), and non‑discretionary mandate evaluations.

The firm constructs customized portfolios using a strategic asset allocation framework and implements exposures through mutual funds, ETFs, separately managed accounts with sub‑advisors, and pooled vehicles, with ongoing monitoring and periodic rebalancing that accounts for tax, liquidity, social concerns, and risk tolerance. For consulting engagements it offers non‑discretionary analysis and, where agreed, arranges implementation and ongoing monitoring, and can facilitate access to private investments, lending, custody, and related services.

Cynosure’s affiliation with The Cynosure Group, LLC gives it access to in‑house capabilities that include a fund‑sponsoring private markets division (Cynosure Partners), an OCIO business (Cynosure Capital Management), hedge fund strategies (Cynosure Strategies and Cynosure Wealth Advisors), and a sports investment joint venture—an atypical breadth of fund‑sponsoring and alternative‑asset activity for a firm of this size. The firm’s deliberate focus on retail/non‑HNW clients and its emphasis on consolidated reporting of liquid and illiquid holdings differentiate its client mix and service scope from many team firms that primarily serve high‑net‑worth households.