Investment Management
Investment Management is our specialty at Synergy Capital Management, LLC, whether it be in your taxable investment portfolio or your retirement assets. Since we are not a bank, brokerage or mutual fund company, and therefore not trying to sell you a particular investment, you can rest assured that our investment recommendations are solely based on one thing - your needs.
Our purpose in planning your investment portfolio is to determine if your investment objectives and current investments are suited for each other. To do this, we consider a number of factors that include your personal goals, current resources, tolerance for risk, need for income or liquidity, major expenditures and special considerations such as income and estate taxes. We thoroughly analyze your current portfolio, help you develop investment objectives, write a detailed investment policy statement, and design a recommended portfolio of specific mutual funds or exchange-traded funds that best suit your needs. During this process, we show you how to eliminate unnecessary risk, minimize taxes and expenses, and generate any currently needed income.
The appropriate allocation of investment assets for your goals and risk tolerance, commonly known as "asset allocation", is the most important component in developing an investment portfolio. Having a diversified, well-balanced portfolio, and following long-term buy-and-hold strategies, will increase the likelihood that you will achieve your long-term financial objectives. On a regular basis we will meet with you to perform a comprehensive portfolio review in order to make sure you understand what is happening with your investments and if any changes should be made to your portfolio.
For individuals who are comfortable with a higher degree of individual security volatility with the potential for higher returns, Synergy Capital Management, LLC also offers an Individual Portfolio Management service. Please click on the link to see if this service is suitable for you!