Symmetry’s unique approach is a good fit for investors looking for a rational and disciplined approach to investing.
We offer more than a product. We offer our philosophy, which is rooted in academic research and focused on a disciplined process.
Our investors access our distinctive portfolios through our network of like-minded advisors who share our beliefs in the power of diversification, academic research, and efficiency.
A measured, consistent approach resonates with investors.
Instead of relying on unpredictable forecasts or the latest "hot tip," our philosophy is based on academic research and disciplined execution. This enables you to communicate with confidence—and reassure your investors—in any type of market.
The merits of a disciplined investment strategy.
Our approach limits portfolio turnover, trading costs and tax consequences and is designed to maximize potential returns while minimizing risks over time. Our unique approach can set you apart from other advisors in the market—and help grow your assets under management.
The tools you need to grow your business.
Symmetry's intelligently designed investment portfolios are just part of the story. In addition, we offer a broad array of support, technology, marketing, and coaching to help you develop your business to its highest potential.
Available exclusively through our network of financial advisors, and third-party administrators, we deliver a comprehensive approach to the long-term investment of retirement assets.
Enrollment support, including customized enrollment kits
An array of truly diversified investment choices
Robust investment education and asset allocation tools
Regular account updates personalized for each participant
In addition to providing employees with broadly diversified portfolios, we seek to address Plan Sponsor fiduciary responsibilities:
Expert plan design and compliance consulting
Advanced plan administration and recordkeeping services
Tax reporting, loan administration, compliance testing and benefits payments
Peace of mind knowing that Symmetry serves as an ERISA 3(38) co-fiduciary on its portfolios