Discover the Panoramic Investing Difference

Strategic, Dynamic & Evidence-Based Solutions

Panoramic Investing, has decades of experience engineering investment solutions that combine financial science, rigorous analysis, and dynamic risk-managed strategies. As the Investment & Research Division of Symmetry Partners, we are committed to providing Financial Advisors and their clients with a better investment experience.

Personalized, Flexible & Comprehensive

Discover The Right Solution for Each Investor

Need additional guidance? Our Panoramic Solution Finder is designed to help you quickly find possible Panoramic Investing solutions for a range of investor needs and requirements.

Customized, Collaborative & Cutting Edge

Solving Your Investment Challenges with Case Design

Increasingly, investors, especially those with substantial assets, are demanding and expecting personalized portfolio solutions. The Panoramic Investing team is here to help with custom proposals, pairing analyses, and portfolio analytics.

For $1 million+ Portfolios: HNW Case Design →

Our High-Net-Worth Case Design Team works closely with you to design the right, custom portfolio for your client. Solutions can include direct indexing, SMAs, ETFs & mutual funds, tax transitions, portfolio transitions, completion portfolios, and alternatives. If desired, we can help present the recommendations to the investor.

For under $1 million Portfolios: Portfolio Analysis →

Working from an existing portfolio, our Portfolio Analysis Team will analyze the potential benefits of transitioning to a new target model portfolio. We can provide additional analysis and analytics, including a pairing analysis to show the impact of adding an allocation to one of our solutions.

The Panoramic Investment Approach

Evidence, Experience & Independence

Our Panoramic Investing Team follows a distinctive investment approach, grounded in evidence and financial science, and an unwavering commitment to enhancing the investment experience.

In everything we do, we are guided by fundamental principles applied thoughtfully and with intellectual rigor:

Our investment philosophy begins with the belief that the needs of investors should always come first.

David E. Connelly, Jr.
CEO and Co-Founder, Symmetry Partners

We are always vigilant. We conduct ongoing monitoring to ensure our funds, managers, and portfolio models continue to meet our strict guidelines and reflect the latest data and science.

We are relentless about costs and efficiency. In addition to seeking to optimize diversification and other performance factors, we carefully manage the impact of fees, costs, and taxes.

We believe in transparency and independence. We scrupulously avoid conflicts of interest, such as revenue-sharing arrangements, so that we can make decisions about products and managers based only on the merits.

We look at the evidence. Decades of research on market performance highlight factors that offer the potential for greater returns. We lean heavily on this data—not on passing trends or flavor-of-the-month investment ideas—and we examine the evidence constantly to try and ensure we are building optimal solutions for our investors.

Panoramic Investment Solutions

Download Our Guide

Our guide provides an overview of the breadth of solutions provided by the Panoramic Investing Team at Symmetry Partners, covering everything from mutual fund models to Separately Managed Accounts (SMAs) and Direct Investing to High-Net-Worth Tax Alpha solutions.

FOR FINANCIAL PROFESSIONALS ONLY