Symetra Investment Management Company

Fee-Only (% of Portfolio)

Symetra Investment Management Company (SIM) offers investment advice to institutional clients, including those affiliated with SIM, through separate accounts, trusts, and securitized asset pools like collateralized loan obligations (CLOs). SIM's services involve various investment strategies in fixed income and alternative asset classes. SIM has the authority to determine the type and amount of investments to be purchased and sold for a client's account.

Assets Under Management$79B
Clients9
AdvisorsN/A
Avg. per Client$8.7B
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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