Symmetry Partners provides investment strategies and business solutions that empower financial advisors to enhance client experience. The company offers a comprehensive suite of resources and services to streamline business operations and support advisor growth.

Symmetry Partners

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Symmetry Partners, LLC | 3,028 followers on LinkedIn. Invested In Your Goals | Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates.

Christina Donnelly

Chief Compliance Officer - Symmetry Partners, LLC

Daniel Zappone

Partner at Financial Symmetry Partners LLC

Brent Davidson, CPA

Director and Portfolio Manager

Rebecca Cioban, CFA

Symmetry Partners, LLC

🚀 Grow Your RIA in 2025 with Symmetry Partners! Join us on November 14, 2024, for an exclusive event packed with actionable strategies designed to take your RIA to the next level. Here’s what’s in store: 🔹 Power your practice with the Axiom Wealth Platform 🔹 Implement best practices for solving operational challenges 🔹 Leverage Direct Investing solutions 🔹 Explore Tax Alpha strategies for your portfolio 🔹 Create strategies to enhance your HNW business Don’t miss the chance to network with top advisors and gain valuable insights to boost your RIA in the new year! Register now! https://hubs.la/Q02WtSS90 #RIAGrowth #WealthManagement #FinancialAdvisors #SymmetryPartners #TaxAlpha #AxiomPlatform FOR FINANCIAL PROFESSIONALS ONLY

Political transitions bring uncertainty—but they don’t have to disrupt your investment strategy. History shows that economic and inflation trends, not election outcomes, have a greater impact on markets. Our philosophy is to stay patient, avoid knee-jerk reactions, and let your long-term plan guide you through election cycles. Interested in learning more? Access Elections & Markets – What Investors May Want to Know. https://hubs.la/Q02TkBYP0

Today is the day! At 3PM EST/12PM PST, join Gabe Hathorn, CIMA®, Senior Regional Director, Symmetry Partners, LLC, and Brendan Kruh, Investment Associate, for “Growing Your Business with Symmetry High-Net-Worth Case Design”. Does this type of case design offer tax-smart strategies? Is it possible to manage financial risk? We hope you’ll register to learn more. FOR FINANCIAL PROFESSIONALS ONLY #highnetworth #taxes #bestpractices #planning

Unlock Advanced Tax Strategies with Real-Life Case Studies! Join us for an exclusive webinar featuring Symmetry's Head of Investments, John McDermott, Ph.D., and Brent Sullivan 💸 founder of The Tax Alpha Insider. Dive deep into essential tax strategies like tax-loss harvesting, householding, and multi-asset tax awareness. Plus, explore advanced techniques for: • Diversifying low-basis stock • Estate planning solution • Tackling ordinary income challenges Bonus: We'll discuss real-life case studies on effectively implementing these strategies. Unlock new ways to optimize tax outcomes and grow your business! Don’t miss out—reserve your spot today! #TaxAlpha #SymmetryPartners #InvestmentStrategies #TaxAlphaInsider https://hubs.la/Q02W7FgJ0

Next week, learn how Symmetry’s High-Net-Worth Case Design works to create tailored, comprehensive investment solutions for $1M+ portfolios. Join Gabe Hathorn, CIMA®, Senior Regional Director and Brendan Kruh, Investment Associate, Wednesday October 30th at 3PM EST/12PM PST, for “Growing Your Business with Symmetry High-Net-Worth Case Design”. FOR FINANCIAL PROFESSIONALS ONLY #highnetworth #taxes #bestpractices #planning

Concerned about election-related market moves? Historical data suggests that market timing around elections can hurt long-term portfolio returns. Staying invested and focusing on your personal financial goals is often a more rewarding strategy. Don’t let political shifts potentially derail your investment plan. Interested in learning more about the 2024 Looking to learn more? Access Elections & Markets – What Investors May Want to Know. https://hubs.la/Q02TkyTP0

Find out about some of the customized investment strategies and solutions Symmetry offers to help Advisors grow their practices and provide an enhanced experience to their high-net-worth clients. Read the blog. [ https://hubs.la/Q02VhSTx0

The third quarter of 2024 marked a turning point with long-awaited relief from the Federal Reserve’s elevated rates. Click below to watch 'Putting the Third Quarter of 2024 in Perspective' now. https://hubs.la/Q02VchnS0

Today is the day! At 4PM EST/1PM PST, join Gabe Hathorn, CIMA®, Senior Regional Director, Symmetry Partners, LLC, and Casey Dylan, CIMA®, Consultant, Story Market Services, for “Putting the Third Quarter in Perspective”. How did Jerome Powell’s interest rate cut affect the economy? How have international conflicts affected global markets? We hope you’ll register to learn more. #marketcommentary #investments #thirdquarter #federalreserve #interestratecut #jeromepowell #election2024

Elections can spark market volatility, but reacting based on short-term political events may lead to missed opportunities. Instead, we recommend focusing on long-term investment strategies that withstand election cycles. Looking to learn more? Access Elections & Markets – What Investors May Want to Know. https://hubs.la/Q02Tksz80

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