Safety. Transparency. Reliability.
Optimizing reserve assets for Colorado’s towns & special districts
Safe reserves, now with stable income
Strengthening Special District Reserves
Managing reserves for your special district means balancing safety, liquidity, income stability, and board accountability. At Synergy Capital, we keep your reserve assets secure while designing PDPA-compliant strategies that make reserve income more predictable. This helps your board plan confidently, fund capital projects on schedule, and respond to emergencies without disrupting services or raising rates.
More Impact in Colorado Cities and Towns
At Synergy Capital, we partner with Colorado’s city/town managers and finance directors to keep reserve assets safe, while making its income more predictable. Our PDPA-compliant strategies help you budget years ahead with confidence, turning existing assets into a steady source of funding for projects, services, and community priorities.
A Force Multiplier for Fire Protection Districts
We support fire protection districts with strategic investment plans that secure the necessary funding for new stations, apparatus, retention, and readiness. Our goal is to ensure these districts can continue to protect their communities effectively.
Safe Reserves & Stable Flow for Water & Sanitation Districts
Our tailored financial strategies help water and sanitation districts optimize funding for conservation, infrastructure, and water security. We focus on securing stable income flows and managing dedicated assets for long-term capital projects, ensuring the sustainability of vital water and sanitation infrastructure.
Transportation Districts
We assist transportation districts in managing the financial complexities of infrastructure projects, from road maintenance to public transit systems. Our strategies aim to optimize funding and ensure the long-term viability of transportation services.
Housing Authorities
We provide financial guidance to housing authorities to help them manage resources for affordable housing projects. Our investment strategies ensure these districts can expand their housing options and meet the needs of their communities.
Our Expertise
Strategic Financial Leadership
We empower you to make smart, strategic financial decisions that enhance your town or district's success.
Predictable Returns and Stability
Our investment strategies maintain safety while stabilizing income flows, even in lower interest rate environments.
Your Strategic Partner
We handle the complexities of optiizing your investment strategy and management, freeing up your time so you can focus on higher priorities.
How do we start?
Step 1: Update You on the Current Markets
This starts with analyizing where interest rates are and how they're trending. We customize those metrics to your town or district's specific data to help you gain perspective for for more informed decisions.
Step 2: Assess Your Need for Reserves
Once you determine what is needed for comfortable operations, then we strategize about how to allocate your reserve assets.
Step 3: We Create Your Custom Strategy
Together, we evaluate which of our strategies is best for your town or district, knowing that once we implement, we can still generate liquidity if your circumstances change.
Step 4: Implement
Open an account with Synergy Capital, wire or ACH the desired amount to our custodian, Fidelity Investments, and we will implement your strategy of choice.
Step 5. Ongoing Strategic Support
Our relationship is more than just managing reserve assets. We're your first stop when you're about to make impactful decisions and you need a professional, confidential perspective.