The Future of Advice

Dedicated to Your Client’s Long-Term Success

Key Resources    |    Mutual Funds


Founded in 1994 by two financial advisors, Symmetry Partners provides a complete business solution for independent advisors. This includes best-of-breed, evidence-based investments, including the firm’s own family of mutual funds, as well as marketing, technology and educational assistance to help you more effectively serve your clients.

Our approach is guided by fundamental principles applied thoughtfully and with intellectual rigor. It is grounded in science, decades of data, and academic research—and leverages the 8 factors of return and the insights of 12 Nobel laureates.

  • We look at the evidence. There are decades of research on market performance and the various factors that offer the potential for greater returns. We lean heavily on this data—not passing trends or flavor-of-the-month investment ideas. And we look at the evidence constantly to try and make sure we are building optimal portfolios for investors.
  • We believe in transparency and independence. Our investment-provider relationships are free of conflicts of interest, such as revenue-sharing arrangements, so that we can make decisions about products and managers based only on the merits.
  • We are relentless about costs and efficiency. In addition to seeking to optimize diversification and other performance factors, we carefully manage the impact of fees, costs, and taxes.
  • We are always vigilant. We conduct on-going monitoring to ensure our solutions, managers and portfolios continue to meet our strict guidelines.




Watch this video to learn more about how factor-based investing fared vs. the total U.S. stockmarket over the last two decades.

Visit Symmetry's YouTube channel for more videos!

Key Resources

Below are brochures, fact sheets and educational materials that explain more about Symmetry, our evidence-based investment approach, and our solutions.

For additional information and resources, please register on our MySymmetry portal by clicking here or clicking "Register" on the log in page.

Also, be sure to sign up for our monthly email–Advisor Insights–which is filled with timely news on new Symmetry events, tools, commentary, marketing materials and other resources. Click here to sign up for monthly Advisor Insights.


For tools and resources to help provide education and perspective on volatility, visit Symmetry’s Volatility Website.

We also hold a number of webinars on investment and practice management topics—as well as periodic webinars for investors. To register for an upcoming webinar or watch a replay, visit our Webinar Page.

Symmetry Partners: Invested in Your Goals
Symmetry Partners: Invested in Your Goals

This six-panel brochure for investors details who Symmetry is, our distinctive Evidence-Based investment approach and solutions, our Investment Committee, and our unwavering commitment to Expertise with Integrity.

Reading version (pdf)
Printable version (pdf)

 

 

Advisor Insights
Advisor Insights

Monthly Ideas, News & Information. We’ve got some exciting events coming up over the next few months, as well as newsletters, webinars, podcasts and other content to help you deliver exceptional service and expertise to your clients.

Click here to sign up for Advisor Insights.

 

 

Webinars
Upcoming Webinars

Use this handy one-page PDF to see our latest webinar schedule. Clickable links allow you to register right from the document.

 

 

 

 

 

 

PrecisionCore ETF Portfolio Models Brochure
PrecisionCore ETF Portfolio Models Brochure

An overview of Symmetry's PrecisionCore ETF Portfolio Models.

Click here for a video highlighting the features of PrecisionCore

Click here to visit the website, which includes performance data and fact sheets

FINRA Letter available

 

Quarterly Market Commentary
Quarterly Market Commentary

A standalone version of the Market Commentary.

 

 

 

 

 

Poor Track Record for Active Managers
Poor Track Record for Active Managers

Active managers have historically had a hard time beating their benchmarks. This chart looks at how managers have fared over the last 15 years, including their average underperformance.

 

 

The Power of Diversification: Asset Class Returns
The Power of Diversification: Asset Class Returns

A revised Periodic Table of Asset Class Returns that includes: Additional indices, including an index for Global REITs, Aggregate Bond Index and index returns from MSCI, Barclays, Citigroup and S&P.

 

 

Diversification of Factors- Equity
The Power of Factors & Diversification - Stocks

Over time, factor returns have shown diversity relative to the benchmark both positively and negatively, as well as among themselves.

 

 

 

Understanding Smart Beta and Factor Investing
Understanding Smart Beta and Factor Investing

Beta refers to exposure to a market capitalization-based index such as the S&P 500, while Smart Beta strategies seek to do something different or “smarter” than beta. To achieve that, Smart Beta creates new indices based on different criteria, such as dividend yield, that can then be tracked by an investment such as a mutual fund or an ETF.

 

 

 

Symmetry Partners Portfolio Construction and Monitoring
Symmetry Partners Portfolio Construction and Monitoring

In constructing our evidence-based portfolios, Symmetry employs a best-of-breed approach to combining investment providers. Our solutions are globally-diversified and grounded in decades of data and academic research, including the insights of 12 Nobel Laureates. We also carefully manage the impact of costs and taxes. Money managers we utilize include Dimensional Fund Advisors (DFA), Vanguard, AQR Capital Management, iShares by BlackRock and SPDRs.

 

 

The Critical Role of the Advisor
The Critical Role of the Advisor

A piece that highlights the critical role of financial advisors and you bring value to the client relationship.

 

 

 

 

Pre-Packaged Due Diligence
Pre-Packaged Due Diligence

Symmetry Partners conducts extensive due diligence on your behalf to find the managers that give us factor exposures (and combine best together) in tax-sensitive, liquid, low-cost vehicles.

 

 

Client Presentation:

Understanding Why
Understanding Why

Introduce Symmetry's low-cost, tax efficient and broadly diversified investment solutions to your clients with this brief presentation.

Speaker Notes

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