We "manage" mutual funds. Our proprietary Prism Grid strategy allows for managing equity, bond or balance style portfolios. Additionally, we allow clients to have individually managed accounts. All account assets are held at Fidelity Investments. Symmetric Advisors is an Independent RIA established in 2002 as the successor to Symmetric Investment, an Broker Dealer est. 1991. There are two Managing Partners and another RIA located in Portland, OR.
We are looking to grow our assets through merger with locally owned RIA's who have assets in the $10-20million area.