Tom Romano, Head of Strategic Relationships & Product Development
Kevin Scully, Director of Investments & Portfolio Manager
Brendan Kruh, Investment Associate

Taxes are one of the few certainties in investing. Traditionally, there have been few ways to minimize their impact. You could choose not to sell, but potential gains will just keep accumulating, and you won’t be able to enjoy the returns you’ve earned. Or you could invest in tax-managed funds or ETFs that focus on minimizing capital gains. But this may not offer enough personalization and customization for larger portfolios.
Join Symmetry’s Tom Romano, Head of Strategic Relationships and Product Development, to learn how Symmetry’s tax-efficient solutions can potentially benefit your investment portfolio.