Synergy Asset Management, LLC
Synergy Asset Management, LLC is an independent asset management and investment advisory firm headquartered in Vancouver, Washington. Founded in 2011, it serves individuals (including high net worth individuals), pension and profit-sharing plans, pooled investment vehicles, and other advisors. The firm manages over $1.1 billion in assets and employs around 13 people, with a significant majority involved in investment activities.
Investment Strategy
Synergy Asset Management focuses on delivering continuous wealth management and investment advisory services through managed accounts, custom portfolios, and private funds. The portfolio is diversified and includes significant allocations to large-cap equities, fixed income, and technology leaders such as Microsoft, Nvidia, and Apple. The firm provides tailored solutions for clients, emphasizing active management and a blend of traditional and alternative investment offerings, with detailed attention to client objectives and risk profiles.
Top Holdings
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.34% | $313.4M | 617,591 | $480.20 | $517.95 | +$234.6M |
N NVDA | NVIDIA CORPORATION | 6.52% | $180.1M | 1,050,288 | $163.24 | $186.58 | +$136.4M |
B BIL | SPDR SERIES TRUST | 6.24% | $172.4M | 1,879,535 | $91.66 | $91.75 | +$113.9M |
S SGOV | ISHARES TR | 6.21% | $171.6M | 1,704,567 | $100.62 | $100.70 | +$127.3M |
M META | META PLATFORMS INC | 3.78% | $104.4M | 141,739 | $668.75 | $734.38 | +$77.0M |