Metric Financial was founded on the principle that investors should keep more of their returns. The narrative that investors struggle with investing because of their behavior is only partially true. Often times, it is high costs and poor advice that contribute to their shortfall. Metric is dedicated to providing a better solution.
As an independent Registered Investment Advisor, Metric Financial is required to be a fiduciary to our clients (of course, we would be anyway). Therefore, we start with a complete financial plan that looks at all of our clients' assets and liabilities. This informs the appropriate level of risk and, in turn, proper asset allocation. All of this is done with an eye towards helping clients reach their goals - from a college savings plan to retiring on time and everything in between.
With more than two decades of financial industry experience, Metric's principal brings a wealth of knowledge and expertise to bear. Specifically, the firm has its roots in factor investing, which we believe is the future of investing. These factors offer the potential outperformance of traditional active fund managers while reducing the guesswork and, perhaps more importantly, the costs. Additionally, Metric maintains a network of financial professionals to help our clients with all aspects of their financial lives.
Tim began his career as a paralegal with the law firm of Skadden, Arps, Slate, Meagher, & Flom in New York City in 1994. In 1996, he made a decision to try the field of investing and finance and hasn't looked back. His first role was as a financial consultant with Smith Barney (now Morgan Stanley), but he left that to explore other areas and earn his CFA charter. Tim's passion for factor investing was ignited with a position he held at BlackRock as Head of Equity Product Strategy for US Wealth Advisory. It was there that he first learned of Smart Beta, which eventually led him to the more academically-focused factors. In 2018, after years of educating other financial advisors about them, he decided to take the concept directly to investors and Metric Financial was born.
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Metric Financial, LLC (“Metric”) is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Metric in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Metric, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.