What is the point of investing money? Why put your hard earned dollars at risk? How can you be sure that your investments are worth the time, energy, and financial resources you put into them? Join Symmetry's Director of Experience & Engagement, William Chettle, for the second half of his interview with Dimensional Fund Advisors', Apollo Lupescu, Ph.D., as they discuss these pressing questions—using easy-to-share stories and illustrations. They also focus on best practices for explaining your value as a financial advisor.
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Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product, or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.
Diversification seeks to improve performance by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market. Past performance does not guarantee future results.
Factors are sources of expected returns. Symmetry searches for factors that have been shown historically to deliver higher returns over time. Symmetry Partners investment approach seeks enhanced returns by overweighting assets that exhibit characteristics that tend to be in accordance with one or more factors identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not insure increased return over a market-weighted investment and may lead to underperformance relative to the benchmark over the investors time horizon.
Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the occurrence of which would have the effect of decreasing historical performance results. Actual performance for client accounts will differ from index performance.
S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
Symmetry Partners, LLC and Dimensional Fund Advisors L.P. are not affiliated entities.
