Symmetry: Using Academia to Build Low-Cost, Tax Efficient Portfolios

Julie Cooling from RIA Channel, interviews Patrick Sweeny, Principal and Co-Founder of Symmetry Partners. Cooling and Sweeny discuss Symmetry’s unique investment philosophy. Symmetry Partners is ranked 37th on the 2015 Forbes Top 100 Wealth Manager with more than $4 billion in assets under management.

Symmetry tries to use its research not to forecast, but to build low-cost, tax efficient portfolios that exploit factors that may lead to higher returns. Sweeny further talks about what it takes to become a successful advisor.