Past performance is not indicative of future results.
1 Composite portfolios contain all discretionary fee-paying and non-fee-paying accounts with varying asset allocations of domestic and international equity mutual funds and fixed income investments. Portfolio names reflect the percentage of equity investments represented – for example, Cap 80’s investment allocation is 80% equities and 20% fixed income. Performance is expressed in U.S. Dollars and includes the reinvestment of all income. The current highest investment management fee schedule is 1.75%. Actual investment advisory fees incurred by clients may vary.
2 Inception Date for all Symmetric Portfolios is 12/31/01.
All returns include reinvestment of dividends and capital gains.
Results One Financial, LLC is a registered investment advisor and also does business as Symmetric Financial. Results One Financial, LLC (dba Symmetric Financial) claims compliance with the Global Investment Performance Standards (GIPS®). Please Click Here or call 800-383-5580 to request a fully compliant presentation, which is an integral part of the reporting and disclosure process, and/or a list and description of all firm composites. Prior to 12/31/07 Results One Financial, LLC did business as Capital Strategy Partners (CSP).
