Panoramic Direct Investing
Personalized Investing On Your Terms
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
The Panoramic Direct Investing Platform
Symmetry’s Panoramic Direct Investing platform is a sophisticated, process-driven combination of technology and investment expertise designed to provide a “1-stop” personalized investing experience for investors and their Financial Advisors. The Platform is investment agnostic—the focus is on what combination of investments will best address your situation and needs, including Separately Managed Account offerings, standard and custom indices, and in some cases, mutual funds and ETFs.
To provide further personalization, we offer a variety of overlay services, including tax management and specific security exclusions and inclusions. All of this is backed by Symmetry’s research and rules-driven, Evidence-Based Investing philosophy.
The Panoramic Direct Investing Platform also features a number of useful tools, from customizable Investment Policy Statements to fact sheets and other educational materials. Together, these solutions, tools, and resources add up to a powerful process that create a seamless, flexible and uniquely personalized direct investing experience.
Set Goals
The Direct Investing process begins with you and your Financial Advisor determining your overall goals and risk tolerance.
Personalize
Next, you and your Advisor will define any Values-Based (ESG/SRI) preferences, tax constraints, as well as any additional investing requirements or restrictions.
Optimize
Your Advisor will develop a portfolio that includes and optimizes all these inputs. Your portfolio may include allocations to individual securities as well as ETFs and mutual funds.
Monitor
Once your solution is implemented, our Direct Investing team and your Financial Advisor provide ongoing monitoring and optimization to make sure your portfolio continues to reflect your preferences, goals, and tax requirements.
Our Process
Who is Panoramic Direct Investing For?
All our Direct Investing solutions are specifically designed for successful individuals and families seeking to invest substantial assets in a way that meets their unique goals and values.
This includes investors who:
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
Documentation
Resources & Factsheets
This material is for educational purposes and intended use is for financial professionals.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or exempted or excluded from registration requirements. Registration with the US SEC or any state securities authority does not imply a certain level of skill or training. Symmetry charges an investment management fee for its services. All Symmetry fees can be found in the Symmetry ADV Part2A located on the website at www.symmetrypartners.com. Past Performance does not guarantee future results. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product, or any non-investment related content, referred to directly or indirectly in this material will be profitable, or prove successful. As with any investment strategy, there is the possibility of profitability as well as loss. Please note that you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners.
Please check with your firm’s Compliance and/or OSJ for usage requirements.
Symmetry does not provide tax advice. Please note that (I) any discussion of U. S. tax matters contained in this material cannot be used by your for the purposes of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
ESG (Environmental, Social and Governance) Investing Risk: ESG Investments may not be perfectly correlated to the broader market indexes they seek to replicate. Stocks screened by the index sponsor for ESG criteria may underperform the stock market as a whole or particular stocks selected for the Index will, in the aggregate, trail returns of other funds investment strategies screened for ESG criteria. The individual companies deemed eligible by the index provider may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The components of the Index are likely to change over time.
Panoramic Direct Investing Program Risks: The Panoramic Direct Investing program provides clients with individual security portfolio solutions designed around individual client preferences. The Panoramic Direct Investing separately managed accounts (Panoramic SMAs) can be index- or factor-based. The index-based solutions are designed to give clients exposures similar to popular market indices, with far fewer individual security positions. The factor-based solutions are designed to emphasize those factors the Research/Portfolio Management team believes will optimize risk-adjusted return. Both the index-based and factor-based portfolios hold individual securities.
Tax-loss harvesting involves certain risks, including, among others, the risk that the new investment could have higher costs than the original investment and could introduce portfolio tracking error into your accounts. There may also be unintended tax implications. Prospective investors should consult with their tax or legal advisor prior to engaging in any tax-loss-harvesting strategy.
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