Hosts
Gabe Hathorn, CIMA®️, Senior Regional Director
Brendan Kruh, Investment Associate
Description
Learn how Symmetry’s High-Net-Worth Case Design works to create tailored, comprehensive investment solutions for $1M+ portfolios. We’ll cover tax-smart strategies, SMAs, alternatives, dynamic risk management, and transition planning strategies. Learn about our process, best practices, and success stories to help grow your HNW business, including support for presenting recommendations to clients.
FOR FINANCIAL PROFESSIONALS ONLY
