The chart tracks a $10,000 investment based on the calculated performance of the listed portfolio composite net of fees.  The composite returns can be found under the “Symmetric Comparison” link.  The $1,000 investment was tracked from 12/31/01 then multiplied by the appropriate composite’s return at the end of each period.
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.  Please click on the “Symmetric Comparison” for Composite Returns.
Inception Date for all Symmetric Portfolios is 12/31/01.

Past performance is not indicative of future results.

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®). This should be registered symbol). 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).