Elevating Client Portfolios with Case Design Solutions

When it comes to investment management, time is one of the biggest obstacles for most Financial Advisors. Client meetings (23%) and client management (20%) take up more of Advisors’ time than investment management (16%).[1]

What if you could delegate investment management to an outside partner and spend more of your time focusing on client-advisor relationship building?

Outsourcing can be a productive solution that frees up valuable time. The results Advisors hope to achieve with outsourcing include:[2]

• 69% – more time to spend with clients
• 61% – more time to focus on providing personalized financial planning services
• 58% – more time for business development activities

Understanding Outsourced Case Design

Outsourcing involves collaborating with an external entity to manage a substantial part of your investment responsibilities. Advisors often outsource case design to leverage specialized knowledge and resources for complex financial situations, like asset location, tax optimization, investment strategies, or working with High Net Worth (HNW) clients.

Providing personalized investment solutions and leveraging tech-forward outsourced service providers are key strategies Advisors can implement to enhance their competitiveness in the HNW market.[3]

Given that 42% of affluent individuals are unaware of investment risks and have misaligned strategies,[4] this is a prime opportunity to showcase your value, expertise, and ability to provide extensive guidance.

The good news is you don’t have to do all the heavy lifting. By engaging external experts to create customized financial plans or strategies for clients, you can focus on client relationships and overall strategy—ensuring that the technical aspects of case design are handled by professionals with deep expertise in specific areas.

The Value of Outsourcing Case Design with Symmetry

In 2022, 41% of Advisors reported outsourcing investment management.[5] This shows a growing trend as more Advisors seek to leverage external expertise for better efficiency and client outcomes.

More than half (53%) of Advisors believe outsourcing directly helped increase their firms’ revenue[6] and 52% of Advisors believe investment management services deliver the most value to their firms.[7]

Symmetry Partners’ Case Design services can help you offer strategic investment solutions by creating portfolios that are directly aligned to your clients’ goals. If you have a client with a complex portfolio but lack the time to craft a tailored solution, we can step in.

Filling out our free, no-obligation Case Design form takes five minutes or less. Our team will create custom solutions for you and your client to review. If our solutions aren’t a fit, we’re just glad to have had the opportunity to help.

Symmetry can build around many investment types with solutions including:

• Alternatives
• Completion Portfolios
• Direct Indexing
• Exchange-Traded Funds (ETFs)
• Mutual Funds
• Portfolio Transitions
• Separately Managed Accounts (SMAs)
• Tax Transitions

Simply provide a few details, and we’ll deliver fully customized options for you and your client to review together. Symmetry does all the research and management, freeing up time for you to focus on relationship building and prospecting.

There’s no commitment to work with Symmetry. Based on what you provide, we’ll help you process and synthesize your client’s information and provide you with a proposal and reports. We can even help you present investment recommendations to your clients.

Symmetry’s dedicated research team can add immense value, offering deep expertise, access to market trends, asset allocations, sector performance, and niche investment opportunities that might otherwise be missed. With this insight, you can make smarter, data-driven decisions that can improve the quality and performance of your clients’ portfolios.

Our goal is to provide you with the resources you need to better serve your clients. Symmetry provides Case Design for HNW clients with $1million+ portfolios and Portfolio Analysis for those with less than $1 million.

Submit a case design request symmetrypartners.com/proposal.

For Financial Professional Use Only. Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. No one should assume that future performance of any specific investment, investment strategy, product or non-investment-related content made reference to directly or indirectly in this material will be profitable. All data is from sources believed to be reliable but cannot be guaranteed or warranted.

Symmetry provides this communication on this site as a matter of general information. Information contained herein, including data or statistics quoted, is from sources believed to be reliable but cannot be guaranteed or warranted. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. All content on this site is for educational purposes and should not be considered investment advice, recommendation, or offer of any security for sale.

[1] 2024 Natixis Global Survey of Financial Professionals,” Natixis Investment Advisors, https://www.im.natixis.com/content/dam/natixis/website/insights/investor-sentiment/2024/financial-professionals-report/Financial-Professionals-Report-RC125-0824.pdf

[2] “The Race to Scalability 2022,” FlexShares, 2022, https://wmiq.wealthmanagement.com/wp-content/uploads/2022/07/WMIQ_FlexShares_ResearchReport_June2022_v6.pdf

[3] McNatt, D., “How RIAs Can Compete with Wirehouses for HNW Clients,” Wealth Solutions Report, October 2024, https://wealthsolutionsreport.com/2024/10/21/how-rias-can-compete-with-wirehouses-for-hnw-clients

[4] “World Report Series 2023: Wealth Management,” Capgemini Research Institute, https://www.capgemini.com/wp-content/uploads/2024/05/WWR-2023_web.pdf

[5] “The Race to Scalability 2022,” FlexShares, 2022, https://wmiq.wealthmanagement.com/wp-content/uploads/2022/07/WMIQ_FlexShares_ResearchReport_June2022_v6.pdf

[6] “The Race to Scalability 2022,” FlexShares, 2022, https://wmiq.wealthmanagement.com/wp-content/uploads/2022/07/WMIQ_FlexShares_ResearchReport_June2022_v6.pdf

[7] “The Race to Scalability 2022,” FlexShares, 2022, https://wmiq.wealthmanagement.com/wp-content/uploads/2022/07/WMIQ_FlexShares_ResearchReport_June2022_v6.pdf