Joe’s Perspective, Shared

Thought leadership that shares what I’m thinking about in finance—and why it matters.

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Synergy Asset Management LLC (“SAM”) is an SEC-registered investment adviser located in Bellevue, Washington. Registration does not imply a certain level of skill or training. SAM 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 SAM, please contact the SEC or the state securities regulators for those states in which SAM maintains a notice-filing. A copy of SAM’s current written disclosure statement discussing SAM’s business operations, services, fees, and material conflicts of interest is available from SAM free of charge upon written request.

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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 SAM), will be profitable or equal any historical performance level(s). There can similarly be no assurance of satisfaction or guarantee of any specific performance level with respect to SAM’s advisory services. The information, suggestions, and any recommendations included in this material is for informational purposes only. SAM will not be held responsible for any detrimental reliance you place on this information. SAM is not a law firm and no portion of SAM’s services should be construed as legal services.

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