Synergy Capital Management, LLC also provides an Individual Portfolio Management service to a select group of clients. With this service, we actively manage an investment or retirement portfolio for individuals, which may contain individual stocks, mutual funds and exchange traded funds (ETF’s). This service is specifically designed for investors who have a higher degree of risk tolerance, are comfortable with additional volatility and have a long-term outlook with the potential of higher returns.
Depending on market conditions and price action of individual securities, the portfolio is monitored on a daily basis, with buy/sell decisions based on fundamental and technical research of Synergy Capital Management, LLC. Securities are purchased and sold on a more frequent basis and may be held for the short or long-term. The portfolio attempts to achieve a higher longer-term return by investing in securities that have greater individual risk/return probabilities, but when combined in a portfolio, attempts to lower overall portfolio standard deviation (risk).
Please contact us if you have interest in learning more about our Individual Portfolio Management service!