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:
PLANS AND FEATURES
ESSENTIAL
All the tools you need to grow your advisory firm, including access to marketing resources and consulting.PREMIUM
Customized tools to free up your time, including analytics and assessment tools.ELITE
Advanced tools for those looking for additional resources to grow your business, including training and presentations.PARTNER
Strategize your business growth plan with consulting, advanced analytics, and additional support services.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 | ✓ |
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.