Symmetric Thinking
Our focus at Symmetric Financial is to develop strategically diversified portfolios that seek to deliver the highest level of returns consistent with our clients' risk tolerances and long term investment objectives - we attempt to acheive this through the use and application of our proprietary asset allocation process - Symmetric Alignment.
Our thinking behind Symmetric Alignment is based on minimizing uncertainty from the investment process. By building a balanced portfolio with the precise combination of investments from a variety of asset classes, our advisors strategically reduce the portfolio’s volatility over time. We created this disciplined approach to investing and risk management to serve prudent investors seeking a comfortable equilibrium between risk and reward. Over the years, this process has helped us to generate the carefully calibrated returns that correlate to each client’s individual risk profile.
Our focus at Symmetric Financial is to develop strategically diversified portfolios that seek to deliver the highest level of returns consistent with our clients' risk tolerances and long term investment objectives - we attempt to acheive this through the use and application of our proprietary asset allocation process - Symmetric Alignment.
Our thinking behind Symmetric Alignment is based on minimizing uncertainty from the investment process. By building a balanced portfolio with the precise combination of investments from a variety of asset classes, our advisors strategically reduce the portfolio’s volatility over time. We created this disciplined approach to investing and risk management to serve prudent investors seeking a comfortable equilibrium between risk and reward. Over the years, this process has helped us to generate the carefully calibrated returns that correlate to each client’s individual risk profile.
Our People
Charles L. Rizzo
EA, CFP®
Managing Director
EA, CFP®
Managing Director
With a BA from Northern Illinois University, Charles Rizzo has served in the financial services industry since 1974. His many years in public accounting and experience as a Certified Financial Planner have given him a unique perspective on investor needs – and it is this critical understanding that helped him form the basis of the proprietary Symmetric Alignment process.
As Managing Director of Symmetric Financial, Charles leads the team in its effort to build disciplined, consistent and conservative portfolios aligned to an investor’s financial objectives, risk tolerance and time horizon. Investors gain confidence from knowing that the portfolio management team has a history of providing a disciplined and consistent application of their investment methodology.
As Managing Director of Symmetric Financial, Charles leads the team in its effort to build disciplined, consistent and conservative portfolios aligned to an investor’s financial objectives, risk tolerance and time horizon. Investors gain confidence from knowing that the portfolio management team has a history of providing a disciplined and consistent application of their investment methodology.
Charles L. Rizzo
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Rick Burgess
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Gina Hornbogen
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Sue Kostecki
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Michael V. Kronk
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Steven W. Salutric
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Douglas Shepley
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Richard M. Kenyon
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Symmetric Financial claims compliance with the Global Investment Performance Standards (GIPS). Please click here for full disclosure.
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