Asymmetric Advisors

Asymmetric Advisors is a fee‑only, state‑registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates and small businesses. Its brochure describes three principal strategies offered to clients: a short‑term options credit‑spread approach on the S&P 500, a proprietary ETF timing and rotation methodology, and a value stock selection program.

The firm combines fundamental, technical and cyclical analysis and actively monitors accounts on a daily to quarterly basis, implementing trades under a limited power of attorney with custodial reporting provided by Charles Schwab Institutional. Clients complete a Risk Tolerance Analysis and Investment Proposal that documents objectives and any written investment restrictions; the firm’s option spread program and ETF rotation are designed to manage market exposure and trade frequently as appropriate.

What is distinctive is that, despite operating as a solo adviser with a small asset base and client roster, the firm deploys derivative-based strategies (short-term credit spreads) within separately managed accounts and a proprietary timing model for ETFs—capabilities more often seen at larger firms. The brochure also describes account structures and operational practices (discretionary authority, direct fee withdrawal from custodian, and service to business entities) that position the firm to accommodate non‑individual account types such as corporate or pension arrangements, an offering that is relatively uncommon for one‑advisor independent firms.