ASYMMETRIC ADVISORS

Overview

Asymmetric Advisors is a small, fee-based advisory firm structured as a limited liability company that focuses on portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and manages client assets on a discretionary basis. It does not position itself as an ESG investor, does not act as a pension consultant, and does not operate across multiple states. With an owner-type listed as an individual and no indication it runs its own pooled vehicles, the firm relies on third-party managers for specialty allocations. Investment activity shows a conservative tilt: a large portion of assets are held in cash and cash equivalents, while the firm selectively allocates to third-party alternative managers for real estate, commodities and oil & gas exposure. Core public market needs are treated with traditional wrappers such as mutual funds, and the firm uses annuities where suitable for client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices