Smart Investing

At Synergos Advisory, we believe that smart investing begins with selecting the right blend of stocks, bonds, and other assets tailored to your unique needs. To help you discover your optimal asset mix, this questionnaire will inquire about your financial situation, including your goals, investment experience, investment horizon, and risk tolerance. Based on your responses, you will receive an emailed report outlining a recommended high-level asset mix. From there, you can choose investments that align with your suggested mix. Be sure to consult with your financial advisor or feel free to schedule a complimentary consultation.