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Symmetry Panoramic Investing - Case Design Questionnaire

Symmetry's Panoramic Case Design service is designed for $1 million+ HNW investment cases. Our Investments team works closely with you to design the right, custom portfolio for your client. Solutions can include direct indexing, SMAs, ETFs & mutual funds, tax transitions, portfolio transitions, completion portfolios, and alternatives. If desired, we can help present the investment recommendations with you to the client.

Please fill out the following fields—a Symmetry Regional Director will review and be in touch shortly to start the process.

Please upload detailed required portfolio holdings in Excel formatting (.XLS, .XLSX) for the fastest case design process of 3-5 business days. Uploads in other formats (ex. PDF) can create delays in the case design process of 5-7 business days.

Advisor First name*

Advisor Last name*

Advisor Email*

Phone number*

Firm Name*

Client Name*

Please explain the client's investment goals?*

Client’s target Risk Tolerance/Portfolio Goal*

Existing portfolio AUM*

Does the existing portfolio have embedded capital gains?*

Does your client have any distribution or income requirements?*

Anticipated Client Meeting Date*

Month/Day/Year

Attach statement(s) or spreadsheet of current holdings and share quantity or values and cost basis*

To upload multiple attachments, please upload each necessary file simultaneously. Multiple attachments cannot be uploaded individually.

Please upload detailed required portfolio holdings in Excel formatting (.XLS, .XLSX) for the fastest case design process of 3-5 business days. Uploads in other formats (ex. PDF) can create delays in the case design process of 5-7 business days.

Additional Notes/Requests