Synergy Capital Advisors, LLC

Synergy Capital Advisors provides discretionary investment supervisory services to individual and high‑net‑worth clients, creating individualized Investment Policy Statements and managing portfolios across both long‑only and long‑short mandates. The firm’s investment menu includes mutual funds, equities, bonds, ETFs, hedge funds, REITs, third‑party money managers, and private placements as appropriate to client objectives.

The firm combines fundamental, technical, and cyclical analysis with a proprietary quantitative program that uses multivariate regression techniques, robust transformations, and a neural network to forecast returns and set portfolio weights through optimization. It implements both long‑term and short‑term trading strategies and may utilize short sales and margin, operating under discretionary authority with monthly account reviews.

Notably, the adviser accepts performance‑based fees for qualified investors and manages both performance‑based and asset‑based accounts, with disclosures and practices aimed at addressing side‑by‑side conflicts. The firm also requires clients to use its recommended custodian, does not participate in wrap fee programs, and documents its trade and personal‑trading policies.