The Right Portfolios Matters

We adapt so your wealth stays on course—no matter the market climate.

Stock Portfolios Asset Allocation Bond Portfolios Satellite

A powerful lineup of core
portfolios. Tiered solutions.

Stocks

BEST FOR:

Investors seeking above-average dividend income with prudent risk management and long-term growth potential.

GOAL:

Double the dividend yield of the S&P 500, maintain a beta of less than 1.0, minimize active risk vs. the benchmark, and seek a one-year return higher than the benchmark while holding 5-20 securities.

OVERALL STRATEGY:

The portfolio is expected to perform like the US equity market with a strong income component.

BEST FOR THIS TYPE OF INVESTOR:

Those seeking to be opportunistic and defensively adaptive in their individual stock investing. Focused Tactical Equity is great as a mainstay to your overall portfolio.

THE GOAL OF THIS PORTFOLIO:

Gives investors an adaptive, global, all cap, stock portfolio constructed for all market conditions, resulting in reasonable risk adjusted total returns while holding 5-20 securities.

OVERALL STRATEGY:

This portfolio increases or decreases equity exposure as the markets ebb and flow between risk-on and risk-off cycles. The benchmark is the S&P 500.

BEST FOR THIS TYPE OF INVESTOR:

Suitable for those who are ready to invest for the long-term.

THE GOAL OF THIS PORTFOLIO:

Provide investors with a semi-passive, tax aware portfolio constructed for long-term market conditions, resulting in reasonable risk-adjusted total returns compared to the S&P 500.

OVERALL STRATEGY:

This portfolio deploys a concentrated approach and targets 20-40 securities. The strategy adjusts to changing fundamental factors by rebalancing once per year and incorporates quantitative and qualitative analyses.

BEST FOR THIS TYPE OF INVESTOR:

Those seeking tactical exposure through all phases of macroeconomic cycles.

THE GOAL OF THIS PORTFOLIO:

Provide investors with an adaptive, global, all cap, stock portfolio constructed for all market conditions, resulting in reasonable risk-adjusted total returns while holding 5-30 securities.

OVERALL STRATEGY:

This portfolio will increase or decrease equity exposure as the markets ebb and flow between risk on and risk off cycles. Its tactical approach means it can hold up to 100% cash or cash equivalents via the strategy’s fundamental analysis process, or through a tactical overlay process.

BEST FOR THIS TYPE OF INVESTOR:

Those seeking to support morally and spiritually appropriate corporate development in premier companies.

THE GOAL OF THIS PORTFOLIO:

Synergy uses individual stocks and/or ETFs to achieve equity-like performance results with a values-based philosophy. We seek to combine personal integrity with portfolio growth.

OVERALL STRATEGY:

Faith-based strategies are subject to the same challenges as secular investments, and Synergy Asset Management applies its continual analysis, assessment, and market expertise to finding quality companies that are undervalued and poised for reasonable risk-adjusted returns. By using our unique Precision Investing strategy, we study the markets for fundamental and technical trends that send signals to sell, hold, or buy.

BEST FOR THIS TYPE OF INVESTOR:

Our ESG strategy is ideal for investors seeking to invest with their conscience. By integrating ESG into our research, analysis, and decision-making process we can determine where best to invest that takes your values to heart.

THE GOAL OF THIS PORTFOLIO:

This portfolio rebalances quarterly and incorporates quantitative and qualitative analyses. At the core of our research process, we seek out investments that possess attractive valuations, strong relative strength, and momentum in the fundamentals – with the goal being to minimize risk and seek higher returns against benchmark by limiting the portfolio to 5-20 stocks and/or ETFs.

OVERALL STRATEGY:

The strategy begins by dynamically monitoring our ESG universe for companies with top tier MSCI ESG ratings, while also seeking companies with better or improving ESG performance relative to sector peers.

BEST FOR THIS TYPE OF INVESTOR:

Made for investors seeking focused exposure within the Nasdaq 100 Index.

THE GOAL OF THIS PORTFOLIO:

Crafted by a thorough framework of bottom-up fundamental analysis, the Focused Q’s portfolio selects 5 to 30 stocks from the Nasdaq 100 Index that exhibit exceptional growth potential and value.

OVERALL STRATEGY:

With a concentrated approach driven by our highest-conviction investment ideas, the strategy integrates multifactor optimization and risk management principles. Tactical as needed, Focused Q’s is rebalanced quarterly to adapt to market dynamics.

BEST FOR THIS TYPE OF INVESTOR:

Constructed for investors seeking diversification through international equity exposure.

THE GOAL OF THIS PORTFOLIO:

Aimed at navigating the intricacies of the global market, this portfolio is curated to complement core portfolios and is rebalanced annually.

OVERALL STRATEGY:

Focused International employs a distinct mix of active and passive investment management techniques, offering international equity exposure.

BEST FOR THIS TYPE OF INVESTOR:

Investors seeking targeted exposure to the expanding digital asset ecosystem—without primarily investing directly in cryptocurrencies. Focused Digital is ideal for those who want to participate in blockchain-driven innovation through public equities and ETFs, while maintaining regulatory oversight, transparency, and liquidity.

THE GOAL OF THIS PORTFOLIO:

Provides investors with a curated portfolio of companies building and servicing the digital asset economy, including crypto mining firms, equipment suppliers, fintech platforms, financial institutions, and other related industries and sectors. The strategy may tactically allocate to spot Bitcoin and Ethereum ETFs. The aim is long-term growth through equity participation in this emerging sector. The strategy targets 5-25 core positions.

OVERALL STRATEGY:

This portfolio invests primarily in publicly traded “brick-and-mortar” companies with material business operations in the cryptocurrency and digital assets space. Exposure to spot Bitcoin and Ethereum is added via ETFs when appropriate. The portfolio is actively managed and rebalanced quarterly to adapt to market opportunities and crypto innovation cycles. Cash is utilized strategically to minimize the inherent volatility of this asset class and is not used tactically.

BEST FOR THIS TYPE OF INVESTOR:

Ideal for investors aiming for opportunistic growth through individual stock investments. The Focused Five portfolio serves as a solid foundation for a focused and strategic investment approach.

THE GOAL OF THIS PORTFOLIO:

To offer a long-term, buy-and-hold investment approach tailored to withstand varying market conditions. This portfolio seeks to deliver attractive, risk-adjusted total returns while focusing on a concentrated selection of 3-8 securities.

OVERALL STRATEGY:

This portfolio takes a tax-aware approach, dynamically adjusting equity exposure on an annual basis. It focuses on a concentrated selection of stocks, strategically embracing risk to maximize potential returns. It is offered in three distinct risk levels: Focused Five Core, which anchors the strategy with leading global companies with a greater focus on stability and consistent performance; Focused Five Moderate, which incorporates emerging companies to balance quality and growth within the concentrated framework; and Focused Five Aggressive, which includes higher-risk, high-reward opportunities to enhance growth potential.

Asset Allocation

BEST FOR THIS TYPE OF INVESTOR:

Built for the loss-averse person who seeks risk-controlled asset allocation models

THE GOAL OF THIS PORTFOLIO:

The goal of this portfolio is to maintain an acceptable level of risk through strategic asset allocation policies and tactical overlays.

OVERALL STRATEGY:

Regardless of your risk profile, the portfolio will be rebalanced quarterly with tactical adjustments made as appropriate.

BEST FOR THIS TYPE OF INVESTOR:

Built for the risk-averse person who seeks a more traditional approach to asset allocation.

THE GOAL OF THIS PORTFOLIO:

To meet the investor where they feel most comfortable. The Speedboat model has everything from the 100% Bond for those who are most cautious, all the way to the 100% Equity which is ideal for investors who can tolerate substantial market fluctuation for the long term.

OVERALL STRATEGY:

No matter where the investor falls in this model, their portfolio will be rebalanced annually.

BEST FOR THIS TYPE OF INVESTOR:

Suitable for those investor who do not want to follow modern portfolio theory (MPT), as these are 100% tactical and offer a simple yet complete strategy. People can choose amongst the most conservative approaches to the most aggressive.

THE GOAL OF THIS PORTFOLIO:

The Sailboat models use a tactical investment management process we call Focused Tactical Allocation (FTA). This means that our FTA models are positioned to take advantage of the factors/facts present in the market.

OVERALL STRATEGY:

Rather than recycling the Modern Portfolio Theory, the Sailboat portfolios are built on an innovative mathematical blend of technical and fundamental facts and are constantly monitored. Our process relies on the rigorous and continuous measurement of the global markets.

BEST FOR THIS TYPE OF INVESTOR:

Built for investors seeking a simple, yet complete approach to asset allocation.

THE GOAL OF THIS PORTFOLIO:

Constructed from Modern Portfolio Theory, our Focused ETF Models offer exposure to broad asset classes and simplicity in asset allocation.

OVERALL STRATEGY:

Focused ETF Portfolios are invested based on strategic asset allocation principles and rebalanced annually. Focused ETF Portfolios are offered at 3 risk levels.

Bond

BEST FOR THIS TYPE OF INVESTOR:

Those who lean on the conservative, risk-averse side of investing.

THE GOAL OF THIS PORTFOLIO:

Provide an attractive yield through investment-grade opportunities and a reasonable total risk-adjusted return opportunity versus the benchmark.

OVERALL STRATEGY:

This strategy identifies alpha opportunities from a universe of global bonds. It’s built on economic analysis, general trends in fixed income markets, yield curve analysis, credit analysis, spread analysis, risk-adjusted returns, quality analysis, sector analysis, and total return projections.

BEST FOR THIS TYPE OF INVESTOR:

Crafted for those seeking diversified fixed income exposure.

THE GOAL OF THIS PORTFOLIO:

Using fixed income ETFs as the investment vehicle, this investment management strategy aims to offer comprehensive allocation across diverse bond classifications.

OVERALL STRATEGY:

The Diversified Bond Strategy utilized fixed income ETFs, prioritizing risk management and yield optimization through diversification and annual rebalancing.

BEST FOR THIS TYPE OF INVESTOR:

Created for investors seeking actively managed fixed income exposure.

THE GOAL OF THIS PORTFOLIO:

The Tactical Bond Portfolio departs from Modern Portfolio Theory and relies on continuous assessment of global markets, with monthly rebalancing to adapt to changing conditions.

OVERALL STRATEGY:

Utilizing Focused Tactical Allocation (FTA), this strategy aims to capitalize on prevailing market conditions through an innovative fusion of technical and fundamental analysis. The strategy uses ETFs to invest in different bond sectors and maturities.

Satellite

SEEKS BETA AND ALPHA:

The beta allocation of the portfolio is implemented with ETFs. The alpha allocation is implemented with individual equities and seeks to invest in companies that possess attractive valuations, strong relative strength, and momentum in the fundamentals.

Beta strategies seek returns inline with an index while alpha strategies seek to outperform an index. Using this approach, the investor works with an advisor to determine willingness and ability toward risk while constructing a portfolio that meets individual objectives.
Those who lean on the conservative, risk-averse side of investing.

THE GOAL OF THIS PORTFOLIO:

Provide investors with an adaptive real-estate portfolio constructed for all market conditions, resulting in reasonable risk-adjusted total returns compared to the general U.S. real estate market.

OVERALL STRATEGY:

Rebalancing quarterly, this portfolio is a blend of active and passive investment management. 60% of the portfolio seeks exposure to the general U.S. real estate market (beta) based on the MSCI US Investable Market Real Estate 25/50 Index.

BEST FOR THIS TYPE OF INVESTOR:

Accredited investors who seek investment in a wide variety of real estate assets.

REAL ESTATE WE WORK WITH:

We are experienced with incorporating Delaware Statutory Trusts, private REIT’s, publicly-traded REIT’s, opportunity zones, direct ownership assets, and self-directed IRA real estate assets into portfolios.

THE GOAL OF THIS PORTFOLIO:

Provide investors with an adaptive portfolio constructed for inflationary and or turbulent economic conditions. When combined with core equity and/or bond strategies, the portfolio may act as a hedge and blend active and passive investment management.

OVERALL STRATEGY:

Combining both ETFs and individual stocks in seeking exposure to the broad metals’ markets while holding 5-20 securities, this portfolio acts as a satellite allocation.

PRIVATE INVESTMENT

Bringing private equity investing perspective to publicly traded securities, the focus is helping investors over their lifetime by investing in strong businesses at discounted prices.

A structured note is a custom bond created in alliance with the highly rated financial institutions. Its return is based on equity indexes, a basket of equities, interest rates, commodities, foreign currencies, or any portfolio design that our team deems appropriate under current market conditions. The performance of a structured note is then linked to the return on the portfolio, index, or asset class we build. Structured notes provide contingent downside protection when held to maturity and limit loss to acceptable and predictable levels.

    • A structured note is a bond that can replicate the risk-adjusted return profile of each investor’s risk tolerance.
    • The flexibility of structured notes allows them to offer a wide variety of potential payoffs that are difficult to find elsewhere.
    • Structured notes are subject to the same market forces as other investments, such as market risk, low liquidity, and default risk.

BEST FOR THIS TYPE OF INVESTOR:

The Synergy Asset Management, LLC Focused Buffered Strategies are designed for investors seeking growth with a level of downside risk management. These strategies are ideal as core allocations within a diversified portfolio, providing a balance between growth opportunities and risk mitigation.

THE GOAL OF THIS PORTFOLIO:

To deliver capital appreciation through a disciplined approach, utilizing Target Outcome ETFs that aim to manage downside risk while capturing capped market returns. The portfolio is constructed to remain fully invested, achieving a blend of stability and growth across varying market conditions.

OVERALL STRATEGY:

The Focused Buffered Strategies use annual rebalancing to maintain a targeted allocation of Target Outcome ETFs, adjusting within set outcome periods to optimize risk and return. By blending buffered protection with growth-focused exposure, this portfolio seeks to navigate both risk-on and risk-off environments effectively. Focused Buffered Portfolios are offered at 3 risk levels – Conservative, Moderate, and Aggressive.

Core-Tilt

BEST FOR THIS TYPE OF INVESTOR:

Built for investors who want to own a focused portfolio of high-quality global businesses while maintaining the flexibility to incorporate varying levels of active management.

THE GOAL OF THIS PORTFOLIO:

To participate in long-term global equity growth in a tax-aware manner, while incorporating an actively managed tilt to navigate evolving market cycles and pursue alpha opportunities. Investors may select allocations ranging from 100% Equity Core to 100% Multi-Asset Hybrid Tilt, with available strategies including 100% Core, 80% Core/20% Tilt, 70% Core/30% Tilt, 60% Core/40% Tilt, and 100% Tilt, depending on client objectives.

OVERALL STRATEGY:

The strategy combines a diversified portfolio of high-quality global companies with an actively managed tilt sleeve consisting of stocks and/or ETFs. As the level of Active Tilt exposure increases, the portfolio places greater emphasis on active positioning. The Equity Core is intended to serve as a long-term foundation and is rebalanced annually, while the Multi-Asset Hybrid Tilt allocation is monitored and adjusted more frequently as market conditions and investment opportunities evolve.

BEST FOR THIS TYPE OF INVESTOR:

Created for investors seeking globally diversified ETF exposure with the flexibility to incorporate varying levels of active management.

THE GOAL OF THIS PORTFOLIO:

To provide broad participation in global equity markets in a tax-aware manner, through a diversified equity ETF foundation while utilizing actively managed tilts to navigate evolving market cycles and pursue alpha opportunities. Investors may select allocations ranging from 100% Equity Core to 100% Multi-Asset Tilt, with available strategies including 100% Core, 80% Core/20% Tilt, 70% Core/30% Tilt, 60% Core/40% Tilt, and 100% Tilt, depending on client objectives.

OVERALL STRATEGY:

The strategy pairs a globally diversified equity ETF Core with an actively managed tilt sleeve. As the level of Active Tilt exposure increases, the portfolio places greater emphasis on active positioning. The ETF Core is designed to provide a steady, long- term equity allocation and is rebalanced annually, while the Active Tilt allocation is monitored and adjusted more frequently in response to changing market conditions and investment opportunities.

Let’s Talk

PHONE

206-386-5455

OFFICE

13215 SE Mill Plain Blvd
Suite C8-321
Vancouver, WA 98684
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