We believe in market efficiency, broad diversification, structured exposure to risk, and careful management of expenses and taxes.

Innovative

We believe in market efficiency, broad diversification, structured exposure to risk, and careful management of expenses and taxes.

Symmetry Partners designs and manages sophisticated portfolios built on logic, empirical evidence and highly respected academic research. Since our founding in 1994, we have partnered with independent financial advisors looking for an investor-focused, fee-based approach to asset management.

 

We support financial advisors with marketing, technology and operational assistance to help them more effectively serve their clients.

$8.8B +

In assets under management and assets under advisement.*

2,400 +

Advisor partners across the United States

1994

Founded by David Connelly, Jr. and Patrick Sweeny
*Assets under Advisement is where Symmetry acts as a sub-advisor. As of June 30, 2017.