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Evidence-Based Insight
Grounded in research and time-tested principles, our globally diversified, Evidence-Based approach is shaped by market insight and emphasizes consistency, data, and long-term results.
Science Over Speculation
Research and insights from esteemed economists and academics—including 12 Nobel Laureates*
Research Backed Strategies
Using a rigorous process, we select top tools and asset class strategies
Discipline and Independence
Instead of chasing performance, we remain focused on long-term goals throughout market cycles
Factors of Return
We focus on factors identified by financial science as having the potential to boost returns**
*Milton Friedman, Friedrich Hayek, Bill Sharpe, Paul Samuelson, Franco Modigliani, Merton Miller, Harry Markowitz,, Daniel Kahneman, Eugene Fama, Myron Scholes, Robert Merton, Richard Thaler
**Symmetry Partners’ investment approach seeks enhanced returns by overweighting assets that exhibit characteristics that tend to be in accordance with one or more “factors” identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to underperformance relative to the benchmark over the investors’ time horizon. For additional information see Risk Disclosures.
Research & Insights
Science Over Speculation
Symmetry Investments are built and managed using a disciplined, evidence‑based approach rooted in financial science. Drawing on more than 90 years of market data and the research of leading economists—including Harry Markowitz, Eugene Fama, Ken French, and Andrew Ang—we apply proven insights to portfolio construction.
Rigorous Process
Research-Backed Strategies
Our investment strategies span domestic, tax‑managed, international, and global solutions—designed to meet specific objectives or serve as comprehensive portfolio solutions. Through a rigorous screening process, we assemble an optimized blend of world‑class investment managers, deliberately aligning their expertise across asset classes and proven factors of return to enhance portfolio construction.
Broadly Diversified
Cost Conscious
Process Driven
Tax Aware
Transparent
Flexible
Long-term goals
Discipline and Independence
We maintain a consistent, long‑term investment discipline while thoughtfully incorporating new research when it has the potential to materially benefit investors. Our solutions are designed to reduce avoidable inefficiencies—carefully managing taxes, transaction costs, and implementation friction.
All of our Evidence‑Based solutions are built using a curated blend of world‑class investment managers, delivering broad, intelligent diversification across asset classes and proven factors of return.
Curated approach
Factors of Return
A core component of our evidence‑based approach is the intentional use of factors of return—characteristics of stocks and bonds identified by decades of financial research as having the potential to enhance returns and manage risk over time.*
Just as portfolio outcomes depend on more than asset allocation alone, we believe factor diversification is essential to a sound long‑term investment experience. Because no single factor outperforms in all market environments, our strategies maintain a long‑term focus and emphasize broad factor exposure rather than short‑term performance. We apply these insights by constructing portfolios that favor securities exhibiting academically validated characteristics, reinforcing discipline and consistency across market cycles.
*Symmetry Partners’ investment approach seeks enhanced returns by overweighting assets that exhibit characteristics that tend to be in accordance with one or more “factors” identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to underperformance relative to the benchmark over the investors’ time horizon. For additional information see Risk Disclosures.
our Team
Symmetry's Investment Committee
David E. Connelly Jr.
Founder & Chief Executive Officer
Christopher Codeanne
Chief Operating Officer
John McDermott, Ph.D.
Executive Director of Investments
J. William G. Chettle
Head of Investments
Tom Romano
Head of Strategic Relationships & Product Development
Ready to Get Started?
Discover the power of true partnership. Get in touch with one of our regional directors today.
