Why Go Independent

As an independent advisory firm, we focus solely on serving our partners’ and clients’ needs and strive to act in their best interest at all times. This provides our partners with the confidence they seek to pursue financial success for their clients on their terms.

  • As an independent investment advisory firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized strategies for the unique challenges your clients face.

Our Investment Philosophy

At Symmetry Wealth Advisory Group, our investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio. This combination is what drives long-term risk adjusted value in our client portfolios.

Our portfolios are thematic and tactical** in nature. This allows us the ability to be nimble and capitalize on opportunities in the marketplace. Being tactical also affords us the ability to strive to reduce risk where it may be perceived. We are philosophically distinct in that we employ a disciplined approach to asset allocation, yet we are unconstrained in our investment universe. Our definition of value investing is seeking growth and income at current prices, which we believe are dramatically discounted from their fair market value. Thus, we look for value on a global scale within all traditional and non-traditional asset classes. At times, while seeking value, we may encounter short-term volatility. We view volatility as an opportunity to capitalize on short-term inefficiencies in the marketplace, which may benefit our portfolio in the long run.

Symmetry Wealth Advisory Group focuses heavily on risk management. Part of our risk management process is performing ongoing research and due diligence on all of our managers. In doing so, we have a qualitative and quantitative process that all our managers must meet before consideration in our portfolios. Our managers and portfolios are monitored on a daily basis.

Most importantly, Symmetry Wealth Advisory Group believes in full transparency. We align our investment interests alongside our clients. Symmetry Wealth Advisory Group clients have full access to their portfolios, as well as the Symmetry management team. We believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.

Consultative Approach

It’s no secret that sound communication between your most valued partners fosters an environment for growth and success.  It can also result in more proactive and thoughtful decisions. Symmetry Wealth Advisory Group brings depth in organizational intelligence, talent, insight and expertise to the development of financial strategies that seek to advance and protect a lifetime of your clients’ investment assets.

We support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present.


**Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction costs.  Investors should consider the tax consequences of moving positions more frequently.

Please Contact us to Learn More About Symmetry!

Thank you!