Our satellite portfolios incorporate traditional passive beta seeking strategies with active alpha seeking strategies. Beta strategies seek returns in line with an index, while alpha strategies seek to outperform an index.
Those seeking to be opportunistic and defensively adaptive in their individual stock investing. Focused Growth is great as a mainstay to your overall 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.
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.
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.
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.
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.
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.
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.
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.
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 is to maintain an acceptable level of risk through strategic asset allocation policies and tactical overlays.
Regardless of your risk profile, the portfolio will be rebalanced quarterly with tactical adjustments made as appropriate.
Built for the risk-averse person who seeks a more traditional approach to asset allocation.
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.
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 Sailboat models use a tactical portfolio 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.
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.
Provide an attractive yield through investment-grade opportunities and a reasonable total risk-adjusted return opportunity versus the benchmark.
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.
Rebalancing quarterly, this portfolio is a blend of active and passive 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.
We are experienced with incorporating Delaware Statutory Trusts, private REIT’s, publicly-traded REIT’s, opportunity zones, direct ownership assets, and/or self-directed IRA real estate assets into portfolios.