Symmetry Partners, LLC

SSN Privacy Protection Policy

It is the policy of Symmetry Partners, LLC (the “Firm”) to protect the confidentiality of all social security numbers obtained from the Firm’s employees, including but not limited to, job applicants, clients, suppliers, vendors, consultants, and others, in the course of the Firm’s business. Further, it is the Firm’s policy to prohibit the unlawful disclosure of such social security numbers and to limit access to them.  All Firm documents and records containing social security numbers will be kept in a secure environment.  Access to such documents and records will be limited to Firm employees and agents with a need to know.  Any documents, records or computer files that contain social security numbers will be destroyed, erased or rendered unreadable before disposing of them.  All Firm executives, managers and employees are expected to comply with this policy and with any procedures adopted by the Firm from time to time to implement it. 

 

Why Symmetry?

Distinct model portfolios. Symmetry offers an array of diversification strategies. Your advisor can work with you to choose which one is right for you.


Symmetry Updates

New Symmetry Brochures
For Individual Investors and Plan Sponsors
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Featured Articles 
Timely articles of interest and coverage of Symmetry.
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Symmetry's Client Presentation
A comprehensive introduction to Symmetry's passive investment strategy.
View the presentation here.

 

2010 Advisor Events
Attend a Symmetry event being hosted in your area.
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