Symmetry Partners

EXPERTISE WITH INTEGRITY

Symmetry Partners was founded in 1994 by David Connelly and Patrick Sweeny, two financial advisors committed to making a real difference for their clients. Instead of Wall Street’s traditional focus on speculation, product, and profits before people, Pat and Dave wanted to find a better way to help investors reach their long-term goals.

Their vision was of a different kind of company based on three bedrock principles:

  1. The investor always comes first. Always
  2. All investment decisions must be based on the best available evidence, data, and academic research. There would be no speculation or guesswork, and the impact of fees, expenses & taxes would be carefully managed
  3. Because investors benefit from working with a trusted advisor, Symmetry would partner with a select group of like-minded independent advisors and help them deliver a better client experience.

MEET OUR LEADERSHIP TEAM

David Connelly, Jr.

Partner & Co-Founder

Patrick A. Sweeny

Partner & Co-Founder

Rob Martin

Managing Director

Christina Donnelly

Chief-Of-Staff

Our Commitment to Diversity

Symmetry Partners believes that a diverse workforce is important to accomplishing our mission.  We strive towards diversity and inclusion throughout our company to ensure a wide range of experiences, perspectives, and skills

Achieving diversity and inclusion at our company is a team effort and we expect and encourage employees to contribute to this goal. Together, we support a workplace that offers every individual the opportunity to attain professional goals and provide better solutions, drive innovation and creativity, and enhance decision making.

Ready to get started?

Discover the power of true partnership.
Connect with your Regional Directors today.