Financial Symmetry Inc.
Financial Symmetry Inc. is an independent, employee-owned, fee-only investment advisory firm headquartered in Raleigh, North Carolina. Founded in 2001, the firm provides comprehensive financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, charitable organizations, and small businesses. The firm is known for its tailored investment advice, fiduciary approach, and transparency, serving over 380 clients with a specialized team of experienced financial advisors.
Investment Strategy
Financial Symmetry employs a disciplined, research-driven, and process-oriented investment strategy. Portfolios are customized to each client's risk capacity and tolerance, favoring equities for long-term growth and bonds/cash for short-term needs. The investment committee meets regularly to review strategy and make team-based decisions. The approach emphasizes diversification, primarily using mutual funds and ETFs, with occasional advice on private equity and real estate for qualified investors. The firm’s philosophy stresses evidence-based practices, systematic rebalancing, limiting risk through diversification, and helping clients control behavioral biases to achieve long-term financial goals.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DFA ETF Tr US Core Equity 2 ETF | 26.29% | $50.9M | 1,420,278 | $30.95 | $35.84 | +$10.3M |
D DFAX | DFA World Ex U S Core Equity 2 Etf | 21.82% | $42.3M | 1,438,802 | $24.99 | $29.37 | +$5.8M |
D DFEM | DFA Emerging Markets Core 2 ETF | 5.58% | $10.8M | 363,693 | $25.63 | $29.68 | +$1.7M |
A AVDE | Avantis International Equity ETF | 5.32% | $10.3M | 139,279 | $62.06 | $74.01 | +$1.9M |
D DFCF | DFA Core Fixed Income ETF | 4.74% | $9.2M | 217,370 | $41.56 | $42.26 | +$396.5K |