FOR COLORADO MUNICIPALITIES, SPECIAL DISTRICTS, AND COUNTIES
Reserve Management,
Handled.
Your reserves professionally invested, your policy current,
your reporting clear, and you in control.
Reserve Management Is Rarely the Only Thing on Your Desk.
Most reserve programs are managed by capable people whose attention is divided across the entire organization. The work gets done. The structure around it does not always keep pace.
Budgets, forecasts, debt, and long-range financial planning
Culture, leadership, staffing, and organizational priorities
Board communication, reporting, public meetings, and governance
“We Should Probably
Look at That.”
It gets said in board rooms across Colorado when the investment policy comes up.
Then the agenda moves on.
Most reserve programs were not designed all at once.
They evolved.
Projects changed.
Balances grew.
Priorities shifted.
The structure quietly fell behind.
Not by decision. By default.
The issue is not performance.
It is structure.
“Synergy Capital is a true partner for our fire district.
They brought structure and clarity to how we manage our
strategic reserves for future capital needs.”
*Current client testimonial with no compensation paid and no material conflicts.
How We Work
Step 1: Policy Review
We review your existing investment policy against Colorado statutes, GFOA best practices, and your actual reserve structure, then work with your team to align it.
Step 2: Board Presentation
We present a governance framework directly to your board. Your board defines the scope and retains full authority.
Step 3: Reserve Management
Individually managed portfolio under your adopted policy. Semiannual reporting at your board table.
Memberships & Technology Partners
