Asset Management Services

About

Synergy Asset Management is a boutique asset management firm offering cutting edge solutions for personal injury victims, attorneys and investors.  We specialize in working with catastrophically injured clients and their attorneys to create comprehensive financial solutions.  In addition, we have financial products offering aggressive returns for attorneys and non-injury victim investors.

Synergy Asset Management provides unique settlement investment vehicles.  Our exclusive product is the Settlement Asset Management Trust (SAM-T).  We also provide a High Yield Fixed Income Annuity Portfolio along with traditional financial products.

Watch this short video overview of Synergy’s Asset Management Services

 

Learn more about our solutions for injury victims here including how our team is focused on meeting their special needs, the benefits of the SAM-T and other frequently asked questions.

TESTIMONIALS

"In my twenty-two year career as a trial lawyer I've handled my share of catastrophic cases and structures, but imagine the complexity of an engaged, unwed mother catastrophically injured during delivery, giving birth to a healthy child, but left in a vegetative state? The issues of guardianship and entitlements of the newborn, the rights of the biological father-fiancé, an out-of-state teenage child of the mother, lifetime maintenance of the mother, as well as the rights of family of the mother, who became her primary care-takers? Synergy systematically managed the seven figure tender of one defendant, the establishment of a Qualified Settlement Fund, a Special Needs Trust, and multiple structures, all the while concurrently maintaining the various entitlements to ancillary services, as well as the remaining litigation. Everything was handled professionally, timely and literally without a hitch. Truly an amazing feat."

Marcus J. Michles II
Michles & Booth

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