Factor Investing Powerhouse Symmetry Partners Expands Service to Broker/Dealers

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Symmetry Partners, an investment advisory firm, announces an expansion in service to Broker/Dealer firms amidst enhancements to their flagship Structured portfolios.

Symmetry Partners, an investment advisory firm, announces an expansion in service to Broker/Dealer firms amidst enhancements to their flagship Structured portfolios.

Currently working with over 100 broker-dealers, Symmetry’s Key Accounts department collaborates with their Broker/Dealer clients to provide educational and professional development opportunities for their financial advisors. In addition to helping advisors grow their businesses and, the factor investing powerhouse strives to provide their clients with their academically-based, diversified investment portfolios.

Symmetry offers advisors assistance in targeting, acquiring, and retaining clients. Symmetry can help increase your financial advisory practice’s productivity and efficiency with solutions in marketing and sales, academic research, professional development, and technology.

As a part of Symmetry’s commitment to helping their partners grow, two team members have been brought on board the Key Accounts team in order to extend service and assistance to Broker/Dealers as well as bring factor investing to new partners. Former Key Account Manager Sarah Bauer will transition to her new role with Symmetry, Director of National Accounts. In her new role she will continue to serve Broker/Dealers and develop strategies for growth and expand partnerships.

Tiffany Anderson has joined Symmetry as Key Account Manager helping to maintain existing Key Account relationships as well as adding new relationships.

Prior to joining Symmetry, Tiffany served in many roles over her 19 years in the financial services industry ranging from operations and support to sales and recruiting. She started in the industry with Merrill Lynch and spent many years recruiting CPAs for 1st Global and advisors for NFP Advisor Services Group. She most recently served as an Internal Wholesaler for Innealta Capital, a tactical ETF manager. She holds a Bachelor’s degree from Texas A&M University. Tiffany will be based in Austin, TX.

Also supporting the Key Accounts department is Andrea Loin. Andrea brings six years of experience, in the financial services industry. She recently spent time at AXA Equitable where she managed client relationships.

As the Key Accounts Coordinator, Andrea will serve as the liaisons between Broker/Dealer relationships and Symmetry. She will work to support and address needs and areas for support and expansion.

Tiffany and the team’s service will be supplemented by Symmetry’s Advisor Services Group, a team of consultants who partner with home offices to expand and reach out to advisors in the field.

To find out more about Symmetry Partners and the expanded Key Accounts offerings, please contact Connie Yan at 860-734-2093.

About Symmetry Partners
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Sidestepping traditional investment approaches, the Glastonbury-based investment manager instead looks toward academia and Nobel Prize-winning research as the basis for its investment strategy. Symmetry's focus on helping investors optimize return potential while mitigating risk has attracted advisors across the country who outsource investment management and back-end support functions to Symmetry. The firm has steadily attracted attention and assets since its founding in 1994 by partnering with independent financial advisors looking for a client-focused, fee-based approach. The firm specializes in offering marketing, branding, technological and operational support to advisors to help them gain visibility in their marketplace, increase efficiency and maximize productivity so that they can more effectively grow their businesses.

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Connie Yan
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