A complete list of active advisors currently associated with Synergos Capital Management

Warmer can help you find a great advisor at Synergos Capital Management or one who fits your needs even better.

Synergos Capital Management provides discretionary portfolio management primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client that documents goals, time horizon, and risk tolerance. The firm implements and monitors portfolios on an ongoing basis and requires written authority to execute transactions in line with each client’s IPS. The firm combines charting, cyclical, fundamental, quantitative and technical analysis and pursues long‑term trading alongside options strategies (including covered, uncovered and spreading strategies) as part of its investment approach. Its brochure discusses the material risks of options and derivatives and describes procedures for fair allocation of investment opportunities among client accounts. What is noteworthy about Synergos is that it discloses and advertises performance results while also reiterating the standard caution that past performance is not indicative of future results, and it documents the greater loss potential from leveraged or derivatives‑based strategies. The brochure names Schwab Institutional and Interactive Brokers as custodians and highlights the firm’s use of options and the leveraged nature of such trades, which — together with a reported $4,583,355 in assets under management and a small client roster — suggests a practice that can employ concentrated, derivative‑focused tactics supported by custodial platforms that enable margin and derivative execution.

To learn more about the advisors currently working at Synergos Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.