Synergy Capital
Of Colorado. For Colorado.
Reserve asset management for public entities.
Private-client planning & 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. Assets custodied at Fidelity. Independently Run.
Semiannual board reporting by your portfolio manager in plain English.
A 20+ year professional partner your board members can call by name.
Your board stays in control. We carry the execution.
Why Reserve Structure Matters Before Rates Change
Many Colorado public entities keep every reserve dollar in a liquid pool, even when some of that money may not be needed for three, five, or even ten years.
That may feel safe. But it also means the board has accepted interest rate exposure on every dollar, whether it intended to or not.
Synergy Reserve helps align liquidity with when the money is actually needed, giving the board a deliberate reserve plan before rates change.
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.
FREE RESOURCE
The governance gap does not close itself.
Five questions to find out where your governance stands.
No sales call follows.
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.
We also advise business owners and families through a separate private-client practice.
Your process starts with a conversation.
Memberships & Technology Partners
