Financial advisors
can’t do it all.

That’s where we come in.

The average advisor works 50+ hours a week.

How do you have time for your client’s fiduciary investment management? Synergy can help.

Our approach to change

The solution is SAAM™

In today’s world of investing, risk characteristics and market forces are changing faster than ever before. What’s the solution? Synergy took this problem and started to unfold what was truly needed:

We need a new framework to evaluate all the critical facts.
We need an institutional and independent fiduciary process to integrate financial planning with investment management.

From there, we built and refined a new process that delivers a better investment experience and solves today’s investing problems.

WE CALL IT SAAM™.

What is
SAAM™?

A better model to serve clients.

Synergy Asset Management is a Strategically Aligned Asset Manager (SAAM™).

This means we align with top financial advisors all over the country to deliver portfolios built with reasonable returns, with reasonable risk, and over reasonable time periods. The investment management process is integrated with the financial planning process.

The SAAM™ model has two parts. The financial advisor acts as the client’s Chief Wealth Officer, and Synergy acts as the Chief Investment Officer. Together, the SAAM™ model delivers vast, integrated resources to create a unique fiduciary approach to wealth management.

Chief Wealth Officer

Chief Investment Officer

Not just another asset manager

How SAAM™ helps so you can get back to your clients.

Asset Management

We manage your money

With our active and dynamic approach, you’ll get a fiduciary standard of care that minimizes downside capture and maximizes returns across asset classes and market conditions. As an additional level of support, we also offer trading, billing, and reporting services as part of the fiduciary process.

portfolios

Marketing

We help you attract clients

Getting new clients and keeping the existing ones happy can be a full-time job. That’s why we have a system that covers both audiences. Whether it’s co-publishing a book or delivering high-quality marketing videos, we give you access to materials so you can be the expert.

Practice Support

We help you grow
your practice

Let us coach you to a new level of success through expert training, powerful tools, time-tested processes and business development. When you are ready to retire, we can even help with succession planning, to ensure your clients remain in good hands.

Presentation design

Delaware Statutory Trust (DST)

Millions of Americans who own rental properties face a common challenge… How to step down from the responsibilities of the landlord, without giving up the many benefits of income ownership. With Synergy at your side, you can offer your accredited clients the opportunity to take advantage of an innovative exit strategy through DST’s. This allows them to sell their investment property and maintain the benefits of owning income-production properties.

Foundations

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