Strategic PartnersSynergy Securities is... A High Value-added FirmWe focus on active, high value-added investment strategies that allow our experienced investment professionals to pursue superior results through a combination of original thinking and a disciplined approach. We provide each investment team with ample resources and support, without imposing a centralized research function, allowing them to focus on areas of opportunity to generate returns in excess of the relevant benchmarks.A Firm that Seeks to Achieve Thoughtful GrowthThe evolution of any business requires thoughtful planning for growth. Our entrepreneurial mindset keeps us actively looking for ways to maximize long-term career opportunities for our existing investment professionals, and make our business attractive to prospective investment talent. Attracting and keeping talented investment professionals will make the Synergy Securities team more powerful and knowledgeable, ultimately benefiting our clients as we provide investment solutions that are aligned with long-term global trends.A Talent Driven BusinessThe Synergy Securities business model is designed to attract, develop and retain talented investment professionals by allowing them to focus on portfolio management in an environment conducive to producing their best work on a consistent, long-term basis. Our experienced leadership team supports our investment management capabilities by managing a centralized compliance infrastructure, allowing our investment professionals to focus primarily on making investment decisions and generating returns for our clients. To the greatest degree possible, we try to align our investment professional's financial incentives with the long-term interests of our clients.We look to form partnerships with firms that share our core values and passion for what we do... Our Clearing PartnerHilltop Holdings (NYSE: HTH) has approximately $11.7 billion in assets and approximately 5,300 employees across the nation. By building on the proud history of Southwest Securities and FirstSouthwest, HilltopSecurities is positioned as the premier broker-dealer headquarters in the Southwest, with a national reach and offices from coast to coast. We provide the state-of-the-art technology our clients expect combined with highly responsive service. Our solutions help our partners reduce costs and complexity while streamlining business processes, so they can operate more efficiently and gain competitive advantage. We look forward to engaging each of our clients on a personal basis and becoming a true partner in the success of their business. Through Our Partners, We Have Access To:Fixed Income Offerings Equities and Funds Insurance ProductsU.S. Government Bonds Common Stock Term Life InsuranceMunicipal Bonds Exchange Traded Funds Variable AnnuitiesCorporate Debt Mutual Funds Long Term CareCollateralized Mortgage Obligations Key Man InsuranceCertificates of Deposit Second to Die PoliciesIndividual Accounts Financial Planning ServicesEducational IRA Retirement PlansTraditional IRA Tax PlansRoth IRA 401(k) PlanningSEP IRA 403(b) PlanningSimple IRA College PlansBrokerage Accounts Estate PlanningMinor Accounts Trust AccountsMoney Purchase PlansDefined Benefit PlansThis is not a complete list of our offerings. Please contact us to speak to one of our professionals regarding your investing needs. Have a Question Name Email Phone Question Thank you! Oops!