Everyone talks about the benefits of diversification. But at Symmetry, we take the practice of diversification to a more sophisticated level. Depending on each investor’s objective, we offer two different portfolios - Structured and GlobalCore ETFs. The Structured offers more than 15 asset classes, more than 10,000 securities, in over 40 countries around the globe. The GlobalCore ETF Portfolios offer exposure to nearly 5,000 securities through Vanguard, iShares, and SPDRs and 50 countries worldwide. This broad diversification takes the emotion out of trying to be in the right place at the right time - because you have the opportunity to capture the gains in more segments through more securities, whenever they occur.

Research | Why we take diversification so seriously.
Our entire approach is based on Nobel prize-winning research that forever changed the way individuals invest. Financial economist Harry Markowitz showed investors that diversifying their investments reduced the volatility, or risk, for a given level of expected return. His groundbreaking findings are an important element in our portfolio construction. More...

Practice | How we apply this principle.
History has shown that asset classes rotate in and out of favor quickly and unpredictably. So not only do we invest across all classes, we diversify deeply within each class. We strategically combine low-correlating asset classes within each of our portfolios, meaning those investments that tend to react differently to the same market conditions. This helps to minimize volatility, while optimizing long-term growth potential. More...


Please see legal disclosure regarding diversification and index definitions.