Our investment committee puts the philosophy into practice, engineering the Symmetry investment solution using institutional-grade mutual funds for our model portfolios.

We monitor the Symmetry investments as well as available instruments in the market to identify opportunities that may potentially enhance our strategy. When we find an investment opportunity that we think might add value to the portfolios, we analyze it to see if it’s worth pursuing. Then together we make a decision to either add it or leave it…based on further research and analysis.

Above all, our committee works to make sure our fundamental investment philosophy—passive investing, broad diversification, and targeted exposure to priced risk—remains intact.