Synergos Capital Management

Overview

Synergos Capital Management operates as a small, owner-operated advisory practice that focuses on discretionary portfolio management for individual and family clients. The firm runs on a percentage-of-assets fee model and places a clear emphasis on equities, particularly exchange-traded securities, which represent the bulk of its invested capital. Investment activity appears centered on concentrated, account-level management rather than large pooled products, with manager allocation including third-party specialists for select alternative exposures. The adviser is not positioned as a multi-state or institutional pension consultant; its client base is narrow and high-touch. The firm does not list an ESG investment focus. Because the business is structured as a sole proprietorship and serves a very small client base, its processes and investment decisions are likely customized at the household level rather than standardized across many households.

Assets & Accounts

Investments & Alternatives

Location & Offices