Synergy Investments is rated 3 out of 5 in the category investment management. Read and write reviews about Synergy Investments. The Synergy Investment Programme is designed to give financial advisers and their clients the benefits of a discretionary investment management service (DIMS) without having to have their own licence. Synergy offers investors a choice of thirteen different portfolio options based on their preference for risk, expected return and their time horizon. Advisers guide investors on the appropriate portfolio for their circumstances. Included in the seventeen portfolios are four portfolios with an increased element of socially responsible investment.
Address
209 Cambridge Terrace
Company size
11-50 employees
Headquarters
Christchurch, Canterbury