SYNERGOS ADVISORY

Overview

Synergos Advisory is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm focuses on financial planning and portfolio management for individuals and small businesses, using fee arrangements that include hourly charges and fixed fees rather than asset-based ongoing fees. Investment activity is tilted toward liquid public equities — the firm’s stated asset preference is exchange-traded equities — while retaining access to third-party real estate opportunities and mutual funds as complementary allocations. The adviser does not position itself as a capital allocator or pension consultant. It is not an active ESG investor and is not structured as a multi-state or newly formed adviser. Given the small client base and the firm’s advisory model, portfolios emphasize tradable instruments that support straightforward planning engagements and discrete account management rather than complex in-house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices