Safety. Transparency. Results.
Optimizing reserve assets for
Colorado’s towns and special districts.
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:
Colorado Cities and Towns
At Synergy Capital, we specialize in partnering with Colorado’s towns to manage and grow their liquid financial assets securely. With our expertise, you can extend your town’s funds, generating additional income that can be reinvested into further enhancements for your community.
Fire Protection Districts
We support fire protection districts with strategic investment plans that secure the necessary funding for fire safety, emergency services, and equipment upgrades. Our goal is to ensure these districts can continue to protect their communities effectively.
Water and Sanitation Districts
Our tailored financial strategies help water and sanitation districts optimize funding for essential services. 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 work to deliver more predictable returns and help to ensure asset protection.
Saving You Valuable Time
We handle the complexities of 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 where interest rates are and how they're trending. We customize those metrics to your town or districts 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 can talk about how to address 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 RBC Capital Markets, 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 professional, confidential perspective.