A complete list of active advisors currently associated with Symmetric Advisors Inc

Warmer can help you find a great advisor at Symmetric Advisors Inc or one who fits your needs even better.

Symmetric Advisors, Inc. provides personalized, fee-only asset management and retirement fiduciary advice primarily to individuals, trusts, and estates. The small, registered advisory firm operates with three investment adviser representatives and manages roughly $22.65 million across client accounts on a discretionary basis, using independent custodians for client assets. The firm organizes portfolios through a set of structured “Prism” grids (Equity, Balanced, Bond, Dividend) and can create non-structured portfolios to fit individual needs, selecting among mutual funds, ETFs, SMAs, options and margin where appropriate. Investment decisions draw on fundamental, technical and cyclical analysis, with account reviews at least annually and allocations tailored to clients’ stated objectives and risk assessments. Noteworthy distinctions include a recently added Real Assets Prism Grid that targets tangible-asset exposures (for example, precious metals, energy-related instruments and certain crypto-related investments), is described as higher risk with limited availability, and employs separate aggregation and reporting practices. The firm also has an advisor who provides independent tax-preparation services to clients on request (with the firm stating it does not receive compensation for those services), and it does not present a primary focus on high-net-worth clients despite requiring a six-figure account minimum in normal circumstances.

To learn more about the advisors currently working at Symmetric Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.