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SYM Financial Corp.
SYM Financial Corporation is an independent, employee-owned Registered Investment Adviser (RIA) headquartered in Winona Lake, Indiana. Founded in 1985, SYM provides wealth management, financial planning, portfolio management, and qualified plan consulting services to a variety of clients, including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs approximately 74 professionals and operates with a commission-free model, focusing on objective advice. SYM mainly serves clients throughout Indiana and beyond, emphasizing personalized, long-term financial guidance.
Investment Strategy
SYM Financial Corporation delivers integrated wealth management by combining discretionary portfolio management with ongoing financial planning for clients. The investment philosophy centers on crafting customized portfolios based on each client's risk tolerance, goals, and financial situation. SYM uses a diversified approach, holding hundreds of positions across equities, fixed income, and funds, while emphasizing cost efficiency, broad market exposure, and objective advice. Regular portfolio reviews and updates ensure alignment with client goals, and the firm does not earn commissions from product sales, enabling unbiased recommendations. Qualified plan consulting is also offered to institutional clients, including retirement and profit-sharing plans.
Latest 13F Filing Activity
SYM Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 416 equity positions with a total 13F market value of $893M. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Wisdomtree TR among other positions. SYM Financial Corp. reduced exposure to Ishares TR, Dow Inc., Ishares TR among others.
Top Holdings
Equity Positions (416)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMENSIONAL ETF TRUST | 25.59% | $228.7M | 6,614,559 | $25.71 | $34.57 | +$20.3M |
N NTSI | WISDOMTREE TR | 10.96% | $97.9M | 2,388,724 | $32.61 | $40.99 | +$7.4M |
V VOE | VANGUARD INDEX FDS | 9.73% | $86.9M | 528,419 | $137.56 | $164.46 | +$3.5M |
V VTI | VANGUARD INDEX FDS | 8.80% | $78.6M | 258,733 | $236.13 | $303.93 | +$8.6M |
G GOVT | ISHARES TR | 8.45% | $75.5M | 3,285,678 | $22.36 | $22.98 | +$545.0K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Winona Lake, IN , United States | |
 | Trader | Fort Wayne, IN , United States | |
T Tami Hartman | Lead Trader | Winona Lake, IN , United States |
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