Products
Capital Funds
401K Products
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Symmetric Select Platform

Using our proprietary approach to strategic asset allocation and risk management, we create a pair of portfolios consisting of equity and fixed income securities.

We then blend these proportions to create our Symmetric Select Portfolios, offering equity target allocations ranging from 50% to 100%. Portfolio names reflect the percentage of equity investments represented – for example, Cap 80’s investment allocation is 80% equities and 20% fixed income securities.

CAP 100
CAP 90
CAP 80
CAP 70
CAP 60
CAP 50
Performance
Cap 100 Performance
Actual client performance net of fees



CAP 100 Performance
This chart tracks a $10,000 investment in the above portfolio based on the calculated performance of the listed composite. For information on how the composite was calculated and important disclosures, Click Here

Preliminary Pending Verification
Symmetric Financial claims compliance with the Global Investment Performance Standards (GIPS). Please click here for full disclosure.