Model Portfolio & SMA Strategists Showcase - Flipbook - Page 64
SMAs & MODEL PORTFOLIOS
SYNERGY ASSET
MANAGEMENT, LLC
Synergy Asset Management, LLC
13215 SE Mill Plain Blvd, Ste C8-321; Vancouver, WA 98684 • synergy-am.com
Joe Maas
Founder & Co-CIO
Joe Maas is the Founder and CIO
of Synergy Asset Management
and the creator of the SAAM™
model (Strategically Aligned Asset
Management). With nine industry
certifications, including the CFA
and CFP®, Joe has dedicated his
career to providing comprehensive
asset management services
for financial advisors, business
owners, high-net-worth clients,
and a variety of investors.
Synergy Asset Management’s model
management platform is built on the belief
that successful investing requires more than
a single style, asset class, or market outlook.
Drawing on over three decades of investment
experience, Synergy has developed a
disciplined framework that combines strategic
asset allocation, focused investing, tactical
portfolio management, and risk management
into a comprehensive portfolio ecosystem.
The firm offers various core portfolio models
spanning equities, asset allocation, and fixed
income, complemented by specialized satellite
strategies designed to address diverse investor
objectives and market environments.
Synergy’s investment process blends
fundamental analysis to determine what to
own with technical analysis to guide when to
adjust exposures. Portfolios are continuously
monitored and adapted as market and
economic conditions evolve, helping balance
risk management, growth opportunities,
income needs, and tax considerations.
Whether an investor seeks capital preservation,
wealth accumulation, or distribution-focused
solutions, Synergy’s model lineup provides
scalable, professionally managed strategies
designed to align with individual risk tolerances
and financial goals while maintaining the
flexibility to navigate changing market cycles.
Institutional-Caliber Portfolio Management,
Personalized for Individual Investors.
Synergy Asset Management offers a diverse platform of more than 30 professionally managed Models
and Separately Managed Accounts (SMAs), designed to accommodate a wide range of investment
objectives, risk tolerances, and client needs. The strategies span multiple asset classes, investment
styles, and portfolio construction approaches, providing advisors with flexible solutions for investors
at various stages of their financial journey. A representative sample of Synergy’s Models and SMAs is
provided below.
NAME
MINIMUM
FEES
Tim Nyland, Co-CIO
FOCUSED TACTICAL EQUITY
$40,000
35 BPS
Tim Nyland is Co-CIO of Synergy
Asset Management and brings
more than 30 years of investment
management experience to the
team. As a CFA® charterholder,
Tim has dedicated his career to
building and managing investment
portfolios through disciplined
research, portfolio construction, and
risk management. Prior to joining
Synergy, he led the Investment
Committee at Pacific Point Advisors
and held senior investment and
research roles at Zacks Investment
Research and Thomson Reuters,
where he helped develop widely
used investment research systems
and model portfolios. Tim’s
experience and expertise help
drive Synergy’s commitment to
delivering institutional-quality asset
management solutions for financial
advisors and their clients.
FOCUSED DIVIDEND
$30,000
35 BPS
FOCUSED BOND
$50,000
35 BPS
GLOBAL CORE EQUITY TILT
$50,000
40 BPS
GLOBAL ASSET ROTATION
$10,000
35 BPS
Disclosures
Synergy Asset Management LLC (“Company”) is an SEC-registered investment adviser located in Vancouver, Washington. Registration does not imply a
certain level of skill or training. The Company may only transact business in those states in which it is notice-filed or qualifies for an exemption or exclusion
from notice-filing requirements. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators
for those states in which Company maintains a notice-filing. A copy of Company’s current written disclosure statement discussing Company’s business
operations, services, fees, and material conflicts of interest is available from Company free of charge upon written request.
Not all outsourced services will be necessary or appropriate for all advisors, and the potential value and benefit to outsourcing investment management
services will vary based on a variety of factors, such as the advisor’s personnel resources, investment knowledge and expertise, client servicing needs, and
overall cost and revenue structure. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment or investment strategy (including those undertaken, recommended, or made available by Company),
will be profitable or equal any historical performance level(s). The content included in this material is for informational purposes only. Company will not be
held responsible for any detrimental reliance you place on this information. Company is not a law firm and no portion of Company’s services should be
construed as legal services.
64
