At SYNERGOS Financial Group our portfolio design recognizes the importance of balancing long-term investing with current market conditions. At our core, we believe investors should understand what we are buying for their portfolio, the reason we continue to hold it in their portfolio, and finally what factors we cause us to sell them. Our disciplined approach is based on these core beliefs and years of experiecne in a variety of markets conditions.
Buy & Hold Doesn't Always Work
If markets have taught us anything, it's that investments don't only go up. Whether it's a house, car, or business, there's an ideal price to buy them and sell them... and we feel the same holds true for stocks, mutual funds, and ETF's.
Don't Be Greedy
We believe investing success is achieved through a disciplined approach that takes into account reality. Fact is, no one can predict the future and no one can pick the perfect top or bottom of a market. Therefore, having a process to take gains as well as buy and hold stocks, bonds, and other investments offers client's consistent entry and exit points in their portfolios. Put trends in your favor
No Single Best Way To Invest
we believe everyone should have access to investment expertise and should use the investments they are most comfortable with. Our Investment options include individual stocks and bonds, low cost exchange traded funds, no-load mutual funds, online Bank CDs, master limited partnerships, options / covered calls. To learn more about the program and to discuss how it can help you contact us by phone or email.