Who We Serve
Synergy Capital serves Colorado municipalities, special districts, and select private clients. Each engagement is structured around the client’s specific governance obligations, investment policy requirements, and operating constraints. All client assets are held at Fidelity.
Colorado Special Districts
Colorado Municipalities
Private Business Owners
Colorado Special Districts
Colorado’s special districts manage essential infrastructure and carry real fiduciary obligations, yet most operate with a gap between investment policy and the reality of their investments. That gap creates personal liability for board members and leaves reserves in positions the board never formally authorized. We close that gap.
The board sets policy.
We manage the assets within that policy.
Colorado Municipalities
Colorado municipalities are stewards of public funds, and that responsibility demands more than a default LGIP account. We work with town managers and finance directors to build the governance structure their reserves deserve: a board-approved investment policy, disciplined reserve management, and semiannual governance reporting.
The board stays in control. We carry the execution.
Private Business Owners
We provide tailored financial strategies to successful private business owners, helping you achieve your personal and business goals. Whether planning for business succession, managing wealth, or securing a legacy, we offer the expertise and guidance needed to navigate your financial journey with confidence.
Affiliations
