Our Evidence-Based Solutions
Symmetry brings decades of experience and commitment to working with Advisors to help your clients achieve their most important goals. We do this by drawing on extensive academic research — and Symmetry's own — to engineer what we believe to be exceptional investment solutions.
These globally-diversified, best-of-breed solutions include Symmetry’s Mutual Funds and Models and our PrecisionCore ETF Models. They are grounded in evidence and financial science and backed by noted managers, including Dimensional Fund Advisors, AQR Capital Management, Avantis Investors, State Street’s SPDRs Vanguard, and iShares by BlackRock.
We begin with the evidence: decades of data, analysis and insights from some of the best minds in finance and academic (including 12 Nobel Laureates) on factors that can help decrease risk and increase potential returns.*
Using a rigorous screening process, we identify and implement an optimized blend of management expertise for each portfolio.
Disciplined & Independent
We believe a consistent, long-term approach is essential, but readily embrace new research when it can make a real difference for investors
No Emotions. Just Evidence.
Our approach to building and managing investment solutions is guided by fundamental principles applied thoughtfully and with intellectual rigor.
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 funds (and portfolios) for our 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 funds, managers and portfolios continue to meet our strict guidelines.
From portfolio sleeves to tax-management to high-net worth strategies, many RIAs are looking for custom investment solutions to address specific client needs. We offer a range of customizable options, all grounded in our Evidence-Based investment philosophy. Our Research team will work closely with you to help identify and implement the custom solutions that you and your clients need!
Take the Next Steps
Contact your Regional Business Consultant today!
*Symmetry Partners’ investment approach seeks enhanced returns by overweighting assets that exhibit characteristics that tend to be in accordance with one or more “factors” identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to underperformance relative to the benchmark over the investors’ time horizon. Please see disclosure referenced in the hyperlink labeled Regulatory Information.