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
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.