Our guiding philosophy:
The needs of investors should always come first. Or rather, the needs of the individual investor comes first. The initial step is to define risk tolerance and long-range goals. Then, advisors leverage our unique solutions informed by academic research to identify investments that fit the investor's comfort level and are most likely to produce the desired returns.
Others talk about diversification. We take it to new levels.
It's all about digging deeper. Anyone can cherry-pick an assortment of stocks and mutual funds from different sectors and announce, voila, they have produced a diverse portfolio. But at Symmetry, we use data-driven research to analyze what investment combinations have worked before and may well work again. In short, once risk tolerance is defined, advisors identify a range of investments within those parameters that have historically shown the potential to deliver greater returns over time.
We're all about transparency.
At Symmetry, we're guided by some very basic principles. Because we're out to earn your trust, we're happy to share them with you.
- There are decades of research available related to market performance. We lean heavily on this data -- and not trendy tips or flavor-of-the-month investment methods -- in putting together portfolios.
- Symmetry portfolios feature full fee transparency and our investment-provider relationships are free of revenue-sharing arrangements.
- In addition to seeking diversification and other performance factors, we carefully manage the impact of fees, costs and taxes.
- We conduct on-going monitoring to ensure the funds we invest in continue to meet our strict guidelines.