Outsourced Chief Investment Officer Services
Are you eager to expand your advisory firm but find yourself overwhelmed by the intricacies of managing client portfolios on a daily basis? Would you prefer devoting your time to delivering a personalized experience for your clients rather than being consumed by portfolio engineering or investment strategy research and due diligence?
By embracing Symmetry Partners' Outsourced Chief Investment Officer (OCIO) services, you can elevate your advisory firm and unlock its full growth potential while providing your clients with superior service.
Transform Our Expertise Into Your Assets
The landscape for investment management continues to evolve, making it more complex than ever. Yet, with our tailored OCIO services, Financial Advisors and RIAs can be confident in delivering a cutting-edge approach to achieving their clients’ goals.
Symmetry Partners equips you with:
Access to World-Class Strategies
Open doors to institutional-quality management from some of the world's leading asset management firms—including AQR, BlackRock, Dimensional Fund Advisors, and Vanguard.
A Seasoned Team of Investment Professionals
Direct access to skilled portfolio managers and research professionals dedicated to supporting your investment strategies.
Customizable Solutions
Strategies meticulously crafted to fit your unique business needs and client profiles.
Confidence in Your Decisions
Drawing on scholarly research, including insights from 12 Nobel laureates, for Evidence-Based recommendations.
HOW WE CAN HELP
A Team of Professionals At Your Fingertips
We have been helping clients find solutions for 30 years with a robust investments team. We have partners in the industry which push us forward as new innovations and technological advancements shape the financial landscape.
By collaborating with leading firms in the financial industry—including AQR Capital, Black Rock Dimensional Fund Advisors, and Vanguard—we can build multi-manager solutions that can be combined to create robust portfolios.
THE SYMMETRY DIFFERENCE
What Sets Our Approach Apart
Our commitment extends beyond traditional offerings. We deliver distinctive, comprehensive solutions designed to enhance your decision-making power and fulfill your clients’ specific demands.
Strategy
Strategy forms the foundation for a successful investment portfolio. Your views on capital markets and risk help us tailor the right offerings for you and your clients. Once we understand these goals and assumptions, we can strategize.
Design
Once a strategy is in place, we’ll collaborate to determine the right vehicles, mix of asset classes, and geographies. Do you or your clients have special considerations? If so, we’ll discuss how we can develop an effective solution to account for them. When we finish, we’ll offer recommendations from a curated list of pre-created solutions—or we can engineer something exclusive for you and your firm.
Implementation
When it comes to implementing your solution and delivering it to your clients, we understand it may be challenging. We’ve got you covered. Symmetry is experienced with all major platforms and, as your OCIO, we can take implementation off your plate.
Analysis & Optimization
Our partnership doesn’t end once we’ve strategized, designed, and implemented your offering. We’ll continuously monitor available products and services in the marketplace and recommend improvements. With certain solutions, we’ll facilitate the strategy’s fulfillment through optimization, such as portfolios that benefit from direct indexing capabilities.
OCIO Services
Options Customized For Your Business
Your practice deserves an OCIO partner that values customization as much as you do. Don’t settle for one-size-fits-all solutions. We will work with you to find the right solutions for your needs.
Essential
Tools for business growthSelect
Tailored time-saving analytics toolsPremium
Advanced tools for business growthPARTNER
Elite strategy and supportTake The Next Step
Symmetry Partners is committed to providing Advisors with the tools they need to guide clients with confidence. Discover how our seasoned team, leading strategies, and customized solutions can elevate your advisory services to new heights. Schedule a meeting today and learn more about what Symmetry Partners can offer you!
