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Customer Service Philosophy


Daily Account Reconciliation

We reconcile clients’ Synergy accounts with their custodian’s records each day to assure that dividends are paid as expected and to detect any unexpected activity.

Daily Review of Account Remittances and Disbursements

We review clients’ deposits and disbursements to determine that they are booked correctly.

Ad Hoc Discussions

Among the most important work we do for clients is to respond to evolving priorities and investment objectives. Perhaps funding college or retirement is a concern. We work with clients to formulate an investment strategy to achieve these important goals.

Our Customer Service Philosophy

Clients come to Synergy for attractive investment returns, pertinent advice and minimal fees.

Our client also likes the transparent investment process. They stay with Synergy because we are deeply committed to client service.


We are deeply committed to keeping your information safe.

Quarterly Account Review

Clients receive a comprehensive quarterly review packet which includes performance reporting, investment holdings by sector and our quarterly market review letter.

Annual Review

We recommend meeting at least annually with clients to review their personal situation and the progress of their accounts.

Client Education

We hold periodic education events featuring both internal and outside experts, to review timely topics which can help clients manage their financial affairs.

Systematic Account Review Process

Accounts are reviewed weekly for performance, consistency with unique account instructions, and the adequacy of cash reserves.

Daily Review of Unusual Security Price Movements

Unusual security price changes are identified daily and reviewed to determine if action is appropriate. We’ve found the best way to prevent problems is to monitor developments in real time.

Reach Us

An Independent Investment Advisory Firm

For a free assessment of your current financial condition…