Clarity
You will know exactly how your money is being invested and how that flexible approach will better achieve your goals.
Confidence
You will have confidence in a proven investment strategy.
Catalyst
You will have a partner who will serve as a catalyst to keep you on track.
Our Firm
Synergie Capital Management is a fiduciary Registered Investment Advisor (RIA). The firm provides institutional quality investment strategies. We work with clients to help them avoid portfolio management inefficiencies, lower overall fees, and improve results.
Our founder, Scott Stratton, has been in the investment business for over 30 years. He was a co-founder of the Private Client Group at Fisher Investments, one of the most successful private investment companies in the history of the US.
He helped grow the firm from 20 employees and $1B in institutional AUM in 1995 to over 3,000 employees and $170B in AUM by the end of 2020. Scott and his team were able to grow Fisher so impressively by taking advantage of the weaknesses and conflicts inherent in the wealth management industry.
Mr. Stratton holds an MBA in Finance from Columbia Business School with a focus in portfolio management and graduated with a BA Magna Cum Laude in Organizational Behavior from Wake Forest University.
About Us
We help wealthy families, retirees, companies with pensions plans, and provide superior customer service.
Why We are Different
Our approach to managing client assets follows a straightforward, logical, and analytical process.
Insights
Our straightforward market analysis is here and delivered straight to our client’s inboxes.
Contact us
It all begins with taking the first step. You have likely been thinking about improving your investments for a while. This does not have to be an arduous process. We just need a bit of information from you, then we will do the rest. After about a week of analysis, we should be able to provide you with clear, concise, and impactful recommendations for improvement.