Symmetry Partners

About Symmetry Partners

<p>Built around evidence-based investing and model portfolios, Symmetry Partners supports financial advisors and retirement plan sponsors with investment management and outsourced services. The firm was founded in 2002 and reports $7.6B in assets under management (2026).</p> <p>Headquartered in Glastonbury in the Hartford area, Symmetry Partners also has offices in Hoover in the Birmingham metro and Lindon in Utah County near Salt Lake City. Its platform is used by advisors who want centralized portfolio construction and day-to-day investment oversight without building an in-house investment team.</p> <p>Investment solutions include Panoramic Funds &amp; Models, PrecisionCore ETF Models, Symmetry Tax Alpha, and Panoramic Direct Investing, along with outsourced chief investment officer (OCIO) services. For workplace plans, the firm offers retirement plan services focused on clear reporting and fiduciary support for sponsors working to attract and retain employees.</p> <p>What differentiates Symmetry Partners is its combination of model-based, evidence-driven portfolio options with OCIO support and tax-aware tools under one advisor-facing platform.</p> <ul> <li>Investment management via Panoramic Funds &amp; Models</li> <li>PrecisionCore ETF Models for portfolio implementation</li> <li>OCIO services for advisors and plan oversight</li> <li>Symmetry Tax Alpha and Panoramic Direct Investing</li> <li>Retirement plan support for plan sponsors (<a href="/retirement-plans">retirement plan providers</a>)</li> </ul>

Website: https://symmetrypartners.com/

Founded: 2002