Synergy Capital Management, Inc. is an Oklahoma registered investment adviser located in Bethany, Oklahoma. Read Synergy Capital Management's form ADV Part II here. Synergy Capital Management and its investment adviser representatives are in compliance with the current filing requirements imposed upon Oklahoma registered investment advisers and by those states in which Synergy Capital Management maintains clients. Synergy Capital management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Synergy Capital management's Web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Synergy Capital Management's Web site on the Internet should not be construed by any consumer and/or prospective client as Synergy Capital Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Synergy Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Synergy Capital Management, please contact the SEC or the state securities law administrators for those states in which Synergy Capital Management maintains a notice filing. A copy of Synergy Capital Management's current written disclosure statement discussing Synergy Capital Management's business operations, services, and fees is available from Synergy Capital Management upon written request. Synergy Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Synergy Capital Management's Web site or incorporated herein, and takes no responsibility thereto. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Performance was calculated using hypothetical results. Although we have done our best to present this information fairly, hypothetical performance is still potentially misleading. Hypothetical data does not represent actual performance and should not be interpreted as an indication of actual performance. This data is based on transactions that were not made. Instead, the trades were simulated, based on knowledge that was available only after the fact and thus with the benefit of hindsight. Results do not include the impact of taxes, if any. Performance is net of 1% Synergy Capital Management management fee. Total return includes interest and dividends.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Synergy Capital Management) or product made reference to directly or indirectly by Synergy Capital Management on its Web site, or indirectly via a link to an unaffiliated third party Web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Synergy's Web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Synergy's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Synergy, or from any other investment professional. Synergy is neither an attorney nor accountant, and no portion of the Web site content should be interpreted as legal, accounting or tax advice. Furthermore, the prospective client is solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for the prospective client based on the prospective client’s investment objectives and personal and financial situation. The prospective client should consult with an investment professional, or an attorney or tax professional regarding their specific investment, legal or tax situation.
Opinions expressed on this site or in the articles accessible are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Synergy Capital management's Web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Synergy Capital Management, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Synergy Capital management’s Web site, to release and hold harmless Synergy Capital Management, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Synergy Capital Management.
Reproductions. If you would like to reproduce any of Daniel Meek's E-Letters or commentary, you must include the source of your quote and the following email address: DanielMeek@SynergyOnWallStreet.com. Please write to Reproductions@SynergyOnWallStreet.com and inform us of any reproductions including where and when the copy will be reproduced.
Daniel Meek is the President of Synergy Capital Management (SCM) which is an investment advisory firm registered in the state of Oklahoma. All material presented herein is believed to be reliable but we cannot attest to its accuracy. The publication of Synergy Capital Management's Letters or Commentary on print or via the Internet should not be construed by any consumer and/or prospective client as Synergy Capital Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Investment recommendations may change and readers are urged to check with their investment counselors before making any investment decisions. Opinions expressed in these reports may change without prior notice. Daniel Meek and/or the staffs at Synergy Capital Management, Inc. and Synergy On Wall Street ("SynergyOnWallStreet") may or may not have investments in any funds cited above.
PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THERE IS RISK OF LOSS AS WELL AS THE OPPORTUNITY FOR GAIN WHEN INVESTING IN MANAGED FUNDS. Communications from
SynergyOnWallStreet is intended solely for informational purposes. Statements made by various authors, advertisers, sponsors and other contributors do not necessarily reflect the opinions of SynergyOnWallStreet, and should not be construed as an endorsement by SynergyOnWallStreet, either expressed or implied. SynergyOnWallStreet is not responsible for typographic errors or other inaccuracies in the content. We believe the information contained herein to be accurate and reliable. However, errors may occasionally occur. Therefore, all information and materials are provided "AS IS" without any warranty of any kind. Past results are not indicative of future results.
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Synergy Capital Management, Inc. letter and commentary goal is to provide a publication for investors to obtain knowledge about investing and general financial issues. The investment strategies, portfolios, and other information presented should not be construed as investment advice. An investor's investment objective must be based on individual circumstances. It should also be noted that historical data does not guarantee future results.