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 SAAMâ„¢
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 SAAMâ„¢.
What is
SAAMâ„¢?
A better model to serve clients.
Synergy Asset Management is a Strategically Aligned Asset Manager (SAAMâ„¢).
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 SAAMâ„¢ 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 SAAMâ„¢ model delivers vast, integrated resources to create a unique fiduciary approach to wealth management.
Not just another asset manager
How SAAMâ„¢ helps so you can get back to your clients.
Asset Management

We manage your money
Marketing

We help you attract clients
See samples
Practice Support

We help you grow
your practice
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 SAAMâ„¢, 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.
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
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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.
