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.

    Schedule a call with our team.

    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.

    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.

    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.

    See samples

    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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    The Real Estate Journey

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    Books

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

    IPS design

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

    60% of high net-worth investors
    cited they would fire an advisor who
    doesn’t return phone calls promptly.

    With SAAM™, you’ll have everything you need to be a dependable, more attentive advisor.

    Imagine what your business could be.

    Now, let’s make it happen.

      Schedule a call with our team.

      Our platforms,
      services, and more

      Asset manager platforms

      • Adhesion
      • Orion
      • Communities
      • Tier II

      Technology platforms

      • OnPointe
      • We have built proprietary software to help you build your practice.

      Other services

      • Mergers and acquisitions consulting
      • High net worth marketing programs
      • IPS design
      • Client tax services
      • Real estate
      • Business valuations

      Custodians

      • TD Ameritrade
      • Charles Schwab
      • Folio
      • Interactive Brokers
      • Nationwide

      Alternative products

      • Hedge funds
      • Custom structured notes
      • DST’s

      Resources

      For information that will help you succeed, download our latest whitepapers.

      Precision Investing

      When you invest your money, you want two things to happen; you want your money to stay safe, and you want it to grow. With Synergy, you can have both.

      Portfolios Built for You

      Our fleet of Portfolios help us navigate you through the unpredictable ebbs and flows of the global markets.

      Annuities

      A new approach to incorporating fixed annuities and fixed index annuities in a portfolio as an asset class.

        Access our complete resource library.
        Enter your email to gain access to our complete library now.

        Brochures and whitepapers

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        Whitepaper Inside main1

        Presentation design

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        Books

        Books

        IPS design

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