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.

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.