Culture

At Financial Symmetry, we strive to exhibit a culture of stewardship and ethics. We consider it our responsibility to treat your money with the same care that we would treat our own. We have no allegiance to any company, product or service, beyond our belief in its ability to reach your goals. We invest our own money in the same funds that we recommend for our clients. Our ownership structure is designed to always be employee owners to prevent conflicts of interest with passive owners.

The scandals involving Bernard Madoff, Sir Allen Stanford, Enron, Arthur Anderson and Worldcom demonstrate what can happen when there is a culture of greed and lack of ethics. There are many cultural issues at financial service companies as well. Some of this issues may cause conflicts of interest, such as with compensation plans focused on product sales or short term performance.