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800.383.5580
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.
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.
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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
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
Cap 90 Performance
Actual client performance net of fees
CAP 90 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
Actual client performance net of fees
CAP 90 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
Cap 80 Performance
Actual client performance net of fees
CAP 80 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
Actual client performance net of fees
CAP 80 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
Cap 70 Performance
Actual client performance net of fees
CAP 70 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
Actual client performance net of fees
CAP 70 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
Cap 60 Performance
Actual client performance net of fees
CAP 60 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
Actual client performance net of fees
CAP 60 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
Cap 50 Performance
Actual client performance net of fees
CAP 50 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
Actual client performance net of fees
CAP 50 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
Risk/Reward
Symmetric Financial Portfolios
Using Symmetric Alignment, 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 Financial Portfolios, offering equity target allocations ranging from 0% up 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.
Using Symmetric Alignment, 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 Financial Portfolios, offering equity target allocations ranging from 0% up 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.
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Performance
Cap 100 Performance
CAP 100 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 100 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 90 Performance
CAP 90 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 90 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 80 Performance
CAP 80 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 80 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 70 Performance
CAP 70 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 70 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 60 Performance
CAP 60 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 60 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 50 Performance
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Category 2
2
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Category 3
3
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Category 4
4
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum yyril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Symmetric 401k Program
Symmetric’s 401k Platform provides an innovative alternative to standard 401(k) plans. Plan sponsors can customize their menu of options available to their participants by offering a list of ten mutual funds along with our five professionally managed portfolios. The five portfolios used in the 401k plans are effectively the same portfolios used in our other platforms.
Built and managed using our proven Symmetric Alignment methodology, this flexible, cost-effective 401k platform brings the sophistication of professional active investment management and performance history to 401(k) plan participants.
Symmetric’s 401k Platform provides an innovative alternative to standard 401(k) plans. Plan sponsors can customize their menu of options available to their participants by offering a list of ten mutual funds along with our five professionally managed portfolios. The five portfolios used in the 401k plans are effectively the same portfolios used in our other platforms.
Built and managed using our proven Symmetric Alignment methodology, this flexible, cost-effective 401k platform brings the sophistication of professional active investment management and performance history to 401(k) plan participants.
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Performance
Symmetric 401k
The Symmetric 401k Platform is a cutting edge 401k solution that offers a fully-integrated, easily implemented plan, with total cost-transparency and the flexibility to accommodate both inexperienced participants and sophisticated investors.
Symmetric’s 401k Platform is an independent, fee-based platform that offers five professionally managed portfolios with varying degrees of risk, 10 core fund options and full brokerage accounts. All of Symmetric’s financial products maintain long term performance track records.
Our third-party administrator, Retirement Alliance, Inc., offers plan design, quarterly participant statements, toll-free phone and web access, quarterly and annual report summaries, annual compliance testing, 5500 filing and ACH debit services. The custodian of the assets, Charles Schwab & Company is a top-rated defined contribution provider by Plan Sponsor Magazine.
Call 1-800-383-5580 and ask to speak with a member of Symmetric’s 401k sales team for more complete information.
The Symmetric 401k Platform is a cutting edge 401k solution that offers a fully-integrated, easily implemented plan, with total cost-transparency and the flexibility to accommodate both inexperienced participants and sophisticated investors.
Symmetric’s 401k Platform is an independent, fee-based platform that offers five professionally managed portfolios with varying degrees of risk, 10 core fund options and full brokerage accounts. All of Symmetric’s financial products maintain long term performance track records.
Our third-party administrator, Retirement Alliance, Inc., offers plan design, quarterly participant statements, toll-free phone and web access, quarterly and annual report summaries, annual compliance testing, 5500 filing and ACH debit services. The custodian of the assets, Charles Schwab & Company is a top-rated defined contribution provider by Plan Sponsor Magazine.
Call 1-800-383-5580 and ask to speak with a member of Symmetric’s 401k sales team for more complete information.
SYMMETRIC Capital Funds
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores. Notare quam littera gothica quam nunc putamus parum claram anteposuerit. Lobortis nisl ut aliquip ex ea commodo consequat duis, autem vel eum iriure dolor! Sit amet consectetuer adipiscing elit sed diam nonummy?
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores. Notare quam littera gothica quam nunc putamus parum claram anteposuerit. Lobortis nisl ut aliquip ex ea commodo consequat duis, autem vel eum iriure dolor! Sit amet consectetuer adipiscing elit sed diam nonummy?
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Performance
Cap 100 Performance
CAP 100 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 100 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 90 Performance
CAP 90 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 90 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 80 Performance
CAP 80 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 80 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 70 Performance
CAP 70 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 70 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 60 Performance
CAP 60 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 60 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Cap 50 Performance
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Category 2
2
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP 50 Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Category 3
3
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Category 4
4
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
CAP Descriptions would go here.
Consuetudium lectorum mirum est notare quam littera gothica quam nunc putamus parum claram? Ii legunt saepius claritas est etiam processus dynamicus qui sequitur mutationem? Facilisis at.
Et iusto odio, dignissim qui blandit praesent luptatum wwril delenit? Habent claritatem insitam est usus legentis in iis qui facit eorum claritatem Investigationes demonstraverunt lectores.
Symmetric Financial claims compliance with the Global Investment Performance Standards (GIPS). Please click here for full disclosure.
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