Our Distinct Offering
Better tools for better stewardship.

Are you a trustee for a corporate pension plan, public pension, Taft-Hartley plan, endowment or foundation? Symmetry offers traditional investment consulting services yet we are differentiated in that we serve as co-fiduciary for the assets we manage for your organization. Our disciplined, conflict-free approach to diversification can enable you to make more prudent decisions about your assets, while spending less money and time on their management.

Meeting your fiduciary obligations. Our approach assures you:

• A consulting relationship free from conflicts of interest.
• An investment philosophy aligned with the Uniform Prudent Investor Act and UMPERSA as it pertains to public retirement plans.
• An investment policy statement that outlines your organization’s goals, sets benchmarks, and establishes a customized asset allocation strategy.

Strategic diversification process. To execute the strategy we tailor for you, we:

• Apply the findings of leading economic research to help maximize returns and minimize risks and costs.
• Employ our Structured Portfolio Management, a passive investing approach that combines diversification, low cost and strategic asset class exposure to produce an array of risk/reward options to meet your needs.

Co-fiduciary partnership. For the assets we manage for you, we will serve as co-fiduciary, sharing the responsibilities of stewarding these resources. We will also provide continuous monitoring and reporting to track performance.

Interested? For more information, contact your advisor.