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:
- The investor always comes first. Always
- 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
- 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.
Patrick A. Sweeny
Rob Martin
Christina Donnelly
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?
Connect with your Regional Directors today.