Symmetry Partners

Outsourced Chief Investment Officer (OCIO) 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.

Assets Under Management*
$ 0 B
Advisor Partners
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Founded
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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.

COMPARE PLANS
PRODUCTS
ESSENTIAL
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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
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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
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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
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MySymmetry Access
YCharts Analytical Tool
✓ (w/ Symmetry Support)
Hidden Levers Risk Assessment
Hidden Levers IPS
YCharts Generated Custom Model Fact Sheets
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Take 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!

CONTACT US

Please fill out the form to get in touch with our Sales team.

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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.