SYNERGY CAPITAL

Overview

Synergy Capital is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers fee models that combine percentage-of-AUM and fixed-fee engagements and provides a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, and the selection of other advisers. Synergy Capital is not an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on a blend of public mutual funds and externally managed alternative strategies. As a capital allocator, the firm sources third-party fund managers and constructs multi-manager exposures across private markets and hedge strategies when appropriate. The firm’s mandate includes customized portfolio management for smaller institutions and businesses, and it supports clients who require advisor-of-advisors arrangements.

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Investments & Alternatives

Location & Offices