Elections happen. Sometimes the results are surprising. Markets respond. Investors react…often in ways not in their best interest. Join us for this special edition as we discuss the impact of elections, market cycles, client behavior, and the value an advisor brings to the equation.
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Symmetry Partners, LLC, is an investment adviser firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. 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. As with any investment strategy, there is the possibility of profitability as well as loss.
Factors are sources of expected returns. Symmetry searches for factors that have been shown historically to deliver higher returns over time.
Symmetry Partners' investment approach seeks enhanced returns by over weighting assets that exhibit characteristics that tend to be in accordance with one or more "factors" identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to under performance relative to the benchmark over the investor's time horizon.
Diversification seeks to improve performance 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, a protection from loss in a declining market.
Source of index data from Morningstar. All data is from sources believed to be reliable but cannot be guaranteed or warranted.
All indexes have certain limitations. Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance. Actual performance for client accounts may differ materially from the index portfolios.