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Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP

David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs

Author Steve Garmhausen June 30, 2011 at 3:08 PM
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Patrick Sweeny and David Connelly: In 1994, Pat and I felt we were very, very late to the game.

TAMPs



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Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey

Symmetry Partners, LLC
TAMP
Top Executive: Patrick A. Sweeny

Family Wealth Services, LLC
Advisory Firm
Top Executive: Jim Heisler



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