Personalized Direct Investing

Give your high‑net‑worth clients a flexible and powerful tool. Symmetry’s Direct Indexing solution is custom‑built to deliver customized, sophisticated portfolio strategies.

3,000+

Advisor Partners

30+

Years of Financial Expertise

1

Investment Philosophy

Direct Investing

Many high-net-worth individuals and their families have specific requirements, tax considerations, and investment preferences that cannot always be addressed by conventional investment options.

That is why Symmetry created the Panoramic Direct Investing Platform to provide flexible, personalized solutions for HNW investors.

Each solution allows investors to better manage the potential impact of taxes, add or remove specific stocks or types of stocks, and own portfolios tailored to unique values, needs, and situations.

Our Process

Our Direct Investing solutions are specifically designed for successful individuals and families seeking to invest substantial assets in a way that meets their sophisticated goals, such as:

Seek High-Level of Personalization

Focus on values-based (ESG/SRI) screens and other preferences

Want tax efficiency or are looking to minimize the impact of taxes

Hold substantial stock positions

Have occupational and/or human capital considerations

Seek transparency

Tax Sophistication

Many high-net-worth individuals and their families have specific requirements, tax considerations, and investment preferences that cannot always be addressed by conventional investment options.

That is why Symmetry created the Panoramic Direct Investing Platform to provide flexible, personalized solutions for HNW investors.

Each solution allows investors to better manage the potential impact of taxes, add or remove specific stocks or types of stocks, and own portfolios tailored to unique values, needs, and situations.

Ready to Get Started?

Discover the power of true partnership. Get in touch with one of our regional directors today.