Symmetry Partners

OCIO SERVICES
Our seasoned investment team will guide you in selecting from a variety of investment strategies and customize solutions to meet your needs.

HOW WE CAN HELP

Are you a Financial Advisor looking to grow your business—but find yourself bogged down by the complexities of managing it? Would you rather be focusing on your clients’ experience instead of spending hours on portfolio engineering, investment strategies, and performing research and due diligence? Symmetry Partners’ Outsourced Chief Investment Officer (OCIO) services can help. 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.

Create a
Unique Offering

You can customize your offerings using dozens of Symmetry’s fully constructed products—which are supported by Symmetry’s investment research and due diligence. Your offerings can include different asset classes, geographies, and research factor exposures.

Team of Experts
At Your Fingertips

We have been helping clients find soultions for 30 years. Symmetry manages a mutual fund complex of more than $2 billion, 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.

Give Your Firm
Time Back

As an Advisor, your focus is providing a better experience for your clients. When it comes to investment management, due diligence, and operations, let us do the heavy lifting. Utilizing and customizing our solutions empowers you to spend your valuable time on what matters most: having meaningful engagements with current and prospective clients.

WHAT SETS US APART?

Experience, integrity, and putting people first. We take a unique approach by focusing on the end result: creating a better experience for financial advisors and investors. Since 1994, we’ve worked with thousands of Advisors and built and refined our solutions—and our team. Symmetry manages a mutual fund complex of more than $2 billion. We’ve formed collaborations with industry partners that propel us forward as technological advancements shape the financial landscape.

Decades of experience helped us hone our 4-step collaborative approach to working with you, which involves:

Strategy
Design
Implementation
Analysis & Optimization

PLANS AND FEATURES

ESSENTIAL

All the tools you need to grow your advisory firm, including access to marketing resources and consulting.
List Guide of 50+ MFs and ETFs
Symmetry Pre-Built Model Components
Symmetry Branded Marketing Materials
Operational Consulting
MySymmetry Access
And More...

PREMIUM

Customized tools to free up your time, including analytics and assessment tools.
Custom Models Using Symmetry Components
Investment Performance (YCharts)
Firm Level Investment Policy
Use of our Video Studio
YCharts Analytical Tool
Hidden Levers Risk Assessment
And More...

ELITE

Advanced tools for those looking for additional resources to grow your business, including training and presentations.
Custom Model Components
Symmetry SMAs
White-Labeled Quarterly Commentary
White-Labeled Presentations & Webinars
White-Labeled Client Newsletter
Advisor Training
Investment Commitee Attendance
And More...

PARTNER

Strategize your business growth plan with consulting, advanced analytics, and additional support services.
Investment Performance
Investment Brochure
Website Content
Joint Investment Committee
Investment Consulting
Model Implementation
YCharts Analytical Tool (w/ Symmetry Support)
YCharts Generated Custom Model Factsheets
And More...
COMPARE PLANS
PRODUCTS
ESSENTIAL
PREMIUM
ELITE
PARTNER
Recommended List Guide (50+ MFs and ETFs)
Symmetry Pre-Built Model Components
Symmetry's Pre-Built Models utilizing ETFs and/or MFs
Custom Models utilizing Symmetry Pre-Built Components
Custom Model Components
Symmetry SMAs
Custom Models
Symmetry Risk Bolt-Ons (AlphaVee & Sector Momentum)
MARKETING COLLATERAL
ESSENTIAL
PREMIUM
ELITE
PARTNER
Quarterly Commentary
Quarter-in-Perspective Presentation
Quarterly Webinar
Monthly OnBalance Client Newsletter
Periodic Table
Factor Performance
Symmetry Presentations
Investment Performance
Investment Brochure/Website content
SERVICES
ESSENTIAL
PREMIUM
ELITE
PARTNER
Operational Consulting
Practice Management Consultation
Firm Level Investment Policy
Use of our Video Studio
Advisor Training
Investment Committee
Attendance
Joint
Investment Consulting
Model Implementation
TOOLS
ESSENTIAL
PREMIUM
ELITE
PARTNER
MySymmetry Access
YCharts Analytical Tool
✓ (w/ Symmetry Support)
Hidden Levers Risk Assessment
Hidden Levers IPS
YCharts Generated Custom Model Fact Sheets
Edit Template

LET'S WORK TOGETHER

Schedule a meeting today with a sales representative. We’ll establish your needs and recommend the right strategy—and then provide ongoing maintenance, support services, and marketing collateral.