Supporting All Colorado Special Districts
Overseeing the financial health of your special district is a complex responsibility. At Synergy Capital, we support you with tailored strategies and expert guidance, helping you confidently manage and grow your district’s reserve assets to drive impactful outcomes for your community:
- Fire Protection Districts
- Water and Sanitation Districts
- Parks and Recreation Districts
- Transportation Districts
- School Districts
Our Expertise
Strategic Financial Leadership
We empower you to make smart, strategic financial decisions that enhance your special district’s success and solidify your leadership role within the community.
Predictable Returns and Stability
Our investment strategies work to deliver more predictable returns and help to ensure asset protection, allowing your district to thrive, even in uncertain markets.
Saving You Valuable Time
We handle the complexities of investment strategy and management, freeing up your time so you can focus on leading your district and serving your community.
How Do We Start?
1. Open Your Account
We value your time, so we’ve made the process quick and easy.
Once you’ve reviewed and signed the necessary documents, your account can be ready in a few hours.
2. Deposit Your Funds
Transfer funds your way—via wire or ACH—while keeping your current money market relationships.
Once your account is funded, we’ll handle everything.
3. Access Your Money
Move your funds anytime through our online portal.
We make sure your money is always within reach. You’ll have full access to details through our secure portal, and we’ll continuously manage your investments according to your goals.
4. Detailed Reporting
Track your account with one detailed, easy-to-read statement.
We also provide regular, clear reports that highlight your financial performance, ensuring you and your stakeholders have the insights needed to make informed decisions.
5. Ongoing Strategic Support
Whatever the financial matter, use us as a resource.