Tailored Solutions to Meet High-Net-Worth Needs

Tailored Solutions to Meet High-Net-Worth Needs

You’ve decided to add high-net-worth (HNW) investors to your clientele, learned some strategies for attracting and serving them, now it’s time to focus the on solutions you can use to help them achieve their unique goals.

Working closely and consultatively, Symmetry offers customized investment strategies and solutions to help Advisors grow their practices and provide an enhanced experience to their HNW clients.

• Our Direct Indexing solutions, including Symmetry’s Axiom platform, provide flexible, personalized Direct Investing enabling investors to create portfolios tailored to their unique values, needs, and situations.

• Symmetry’s Tax Alpha strategies, including our Tax Alpha program, can help HNW investors minimize the impact of long-term capital gains taxes and address situations including transitioning from a highly concentrated portfolio, transitioning from one portfolio to another, or delivering a tax-efficient overlay.

• For ultra-high-net-worth (UHNW) investors, Symmetry’s Delphi Plus solution can help build wealth with a diversified multi-strategy portfolio designed to generate diversifying sources of return with potential tax savings.

Your Marketing Strategy

Developing a marketing strategy to target the niche HNW can be challenging. You may be wondering:

• How do I begin to attract HNW clients?
• How do I meet HNW clients’ needs?
• What expertise/solutions do I need to support HNW clients?
• What type of service model do I need to support HNW clients?

Ready to learn more? Access our complete Guide to Working with the High Net Worth.

The Symmetry Regional Team can help guide you on our HNW solutions and provide business intelligence and consulting services to address the intricate financial requirements of HNW investors.

Need help reaching the HNW audience? Symmetry Marketing Group provides marketing, branding, and digital marketing expertise.

This material is for educational purposes and intended use is for financial professionals. Symmetry Partners, LLC (“Symmetry”) provides this communication 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 is for educational purposes and should not be considered investment advice, recommendation, or offer of any security for sale. 

Symmetry is an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training and does not constitute an endorsement of the firm by the SEC. 

Symmetry charges an investment management fee for its services. All Symmetry fees can be found in the Symmetry Form ADV Part2A located at www.symmetrypartners.com. Past performance does not guarantee future results. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, product, or any non-investment-related content referred to directly or indirectly in this material will be profitable or prove successful. As with any investment strategy, there is the possibility of profitability as well as loss. Please note that you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry. 

Symmetry does not provide tax advice. Please note that (i) any discussion of U. S. tax matters contained in this material cannot be used by you for the purposes of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. 

Investing involves risk, including the loss of some or all of your principal. Diversification seeks to reduce volatility by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market. Please check with your firm’s Compliance and/or OSJ for usage requirements.

Program Risks:
Environmental, Social, and Governance (ESG) Investing Risk: ESG investments may not be perfectly correlated to the broader market indexes they seek to replicate. Stocks screened by the index sponsor for ESG criteria may underperform the stock market as a whole or particular stocks selected for the Index will, in the aggregate, trail returns of other funds investment strategies screened for ESG criteria. The individual companies deemed eligible by the index provider may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The components of the Index are likely to change over time. 

Axiom Program Risks:
The Symmetry Axiom program provides clients with individual security portfolio solutions designed around individual client preferences. The Axiom separately managed accounts (Axiom SMAs) can be index- or factor-based. The index-based solutions are designed to give clients exposures similar to popular market indices with far fewer individual security positions. The factor-based solutions are designed to emphasize those factors the Research/ Portfolio Management team believes will optimize risk-adjusted return. Both the index-based and factor-based portfolios hold individual securities. All factor information is available in the Symmetry Form ADV Part2A located at www.symmetrypartners.com. 

Tax-loss harvesting involves certain risks including, among others, the risk that the new investment could have higher costs than the original investment and could introduce portfolio tracking errors into your accounts. There may also be unintended tax implications. Prospective investors should consult with their tax or legal advisor prior to engaging in any tax-loss-harvesting strategy.