Synergy Capital
Of Colorado. For Colorado
Reserve asset management for public entities.
Wealth management for business owners and families.
What Makes This Firm Different
Synergy Capital is the only independent, SEC-Registered Investment Adviser purpose-built for Colorado towns and special districts. We manage reserve assets under board-delegated authority and report directly to your board. The person managing your reserves is the same person at your board table.
For business owners and families, we bring the same institutional discipline and founder-led accountability to wealth management, retirement planning, and capital transition.
Colorado-Based. Fidelity-Custodied. Independently Run.
Semiannual board reporting by your portfolio manager in plain English.
A 20+ year professional partner your board can call by name.
Your board stays in control. We carry the execution.
Why Structure Matters More Than Timing
In 2018, rates were high and many Colorado districts left all reserve assets in liquid pools. When rates dropped to near zero, those districts had no structure to protect their income stream and no plan to present to their board.
The Yield Bridge is a portfolio framework within the Synergy Reserve platform. It provides duration discipline and income stability regardless of where rates go next, giving your board a structure it can understand, approve, and defend.
Who We Serve
Of Colorado. For Colorado
“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.
For business owners and families, we bring the same structured discipline to wealth management, retirement planning, and capital transition. Your process starts with a conversation.
Affiliations
