Our History
1894
John Tappan, age 24, founds Investors Syndicate in Minneapolis, Minnesota. To provide financial solutions to Middle America and give smaller investors access to more benefits, Tappan introduces the Face Amount Certificate, an innovative and democratizing investment idea.
1907
The Panic of 1907 spreads through the country, bankrupts brokerage firms and prompts investors to pull their money out of banks. Unlike many institutions during the financial crisis, Investors Syndicate survives and keeps its clients' money working.