Synergy Investment Group Email Format

Investment ManagementUnited States11-50 Employees

Synergy Investment Group operates in the investment management sector and is based in the United States. The company traces its origins to an independent broker/dealer founded in 1998 and notes that it was sold to Sterne Agee in 2012, situating it within a lineage of financial services experience. The firm employs a moderate-sized team and targets professional or institutional clients seeking investment management services, presenting itself as a platform built on long-standing industry expertise. While details about its specific products or client problems are not disclosed, the firm's history implies a focus on asset management and related advisory services within a regulated financial environment. A recent development noted is the transition following the sale in 2012, with the current operations continuing under the Synergy Investment Group name in the United States.

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