Symmetry Partners

15feb3:00 pm4:00 pm3:00 pm - 4:00 pm(GMT-05:00) Delphi Plus Strategy with AQR & Symmetry PartnersThe future of tax-aware investing is here! FOR FINANCIAL PROFESSIONALS ONLY

Hosts

Tom Romano, Head of Strategic Relationships and Product Development, Symmetry Partners, LLC
John J. Huss, Principal, AQR

Description

The future of tax-aware investing is here!

As you know, tax efficiency can meaningfully improve wealth accumulation.

Couple that with an investment strategy that is designed to:
– outperform the equity market
– with moderate levels of market exposure
…and you have a game-changing approach to tax-managed investing!

Introducing Delphi Plus!

Please note, this solution is only available to Qualified Investors—with $5 million+ in investable assets. The account minimum is $250,000.

Time

February 15, 2024 3:00 pm - 4:00 pm EST(GMT-05:00)

Slides

Recording

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Panoramic Investment Solutions

Investment Solutions Guide

Our guide provides an overview of the breadth of solutions provided by the Panoramic Investing Team at Symmetry Partners, covering everything from mutual fund models to Separately Managed Accounts (SMAs) and Direct Investing to High-Net-Worth Tax Alpha solutions.

Elections & Markets

What Investors May Want To Know

Want to learn more about how elections can influence your investments and what to watch for? Access Elections & Markets – What Investors May Want to Know.

FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.