OCIO Strategy
Experience, integrity, and putting people first. We take a unique approach by focusing on the end result: creating a better experience for financial advisors and investors. Since 1994, we’ve worked with thousands of Advisors and built and refined our solutions—and our team. Symmetry manages a mutual fund complex of more than $2 billion. We’ve formed collaborations with industry partners that propel us forward as technological advancements shape the financial landscape.
Decades of experience helped us hone our 4-step collaborative approach to working with you, which involves:
IMPLEMENTATION
When it comes to implementing your solution and delivering it to your clients, we understand it may be challenging. We’ve got you covered. Symmetry is experienced with all major platforms and, as your OCIO, we can take implementation off your plate.
ANALYSIS & OPTIMIZATION
Our partnership doesn’t end once we’ve strategized, designed, and implemented your offering. We’ll continuously monitor available products and services in the marketplace and recommend improvements. With certain solutions, we’ll facilitate the strategy's fulfillment through optimization, such as portfolios that benefit from direct indexing capabilities.
STRATEGY
Strategy forms the foundation for a successful investment portfolio. Your views on capital markets and risk help us tailor the right offerings for you and your clients. Once we understand these goals and assumptions, we can strategize.
DESIGN
Once a strategy is in place, we’ll collaborate to determine the right vehicles, mix of asset classes, and geographies. Do you or your clients have special considerations? If so, we’ll discuss how we can develop an effective solution to account for them. When we finish, we’ll offer recommendations from a curated list of pre-created solutions—or we can engineer something exclusive for you and your firm.
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