If I invest with you, where will my money be held?

Financial Symmetry does not hold or have custody over any of our clients' investments.

We use an independent, preferred brokerage clearing house to hold many of our clients investment accounts. 

Employer sponsered retirement accounts are held with your employer's preferred custodian.

Want to know our views on the market, industry and financial topics that affect you the most? 

Check out www.finsymnews.com for our latest News & Views.

Ph: 919-851-8200 | Fax: 1-888-494-7878