Advisory Services

Synergy Investment Group, LLC offers investors a wide range of financial planning services and tools under one roof. We bring full service and support to your Internet trading experience. By combining our highly trained Synergy Investment Advisor with 24-hour on-line account access and online trading, Synergy can offer you, the individual investor, with an unparalleled Internet investing experience. Synergy has created the SIGnature account to offer investors the most effective combination of professional advice and practical convenience. Putting your investments in a SIGnature account allows you to work closely with a Synergy financial advisor in developing a financial strategy while continuing to utilize the convenience and benefits of the Internet. With this unique program, you pay an advisory fee based on the value of the assets in the account and a low per-transaction charge on all trades. Synergy also offers an institutional WRAP account called PEAK. Giving investors with over $100,000 access to private money managers, PEAK has become increasingly popular among high net worth investors. Now both you and your Synergy financial advisor are focused on the same side of the table…building account value to support your financial goals.

The SIGnature account gives you easy access to the services, advice, and investment solutions you need to achieve your financial goals:

• Personalized Financial Consultation
• Access to hundreds of no-load and load-waived mutual funds, including funds that typically are available only to institutional investors.
• The ability to invest in a no-load, multi-manager variable annuity
• Access to bonds and individual listed or over-the-counter stocks.
• The ability to transfer in most previously purchased investments.

Synergy Investment Group, LLC is one of the first independent brokerage firms to offer this type of account. Contact your local Synergy office today for more information or click here to open an account. *This program may not be suitable for all investors. Prior to making any decisions to open an account, investors should consider their individual circumstances and the cost of participation. Mutual funds are subject to annual fund operating expenses.

Why should I use a Financial Advisor?