Barnabas Capital & Symmetry Partners Present
You're Invited!
With more than 22 million investors in the United States with more than $1 million to invest, there’s substantial opportunity to add High-Net-Worth (HNW) clients to your firm.1
Join Symmetry Partners and Barnabas Capital on April 29, 2025 at Dimensional Fund Advisors headquarters in Charlotte for a special event dedicated to growing your HNW investor business.
Symmetry Partners, LLC, is not affiliated with Barnabas Capital or Dimensional Fund Advisors.
Ready to level up your practice? Register today.
Questions or concerns? Contact us at [email protected]
Focusing on Actionable Strategies
- Winning & Serving More HNW Clients
- Providing Defined Outcome Investing with Structured Investments
- Differentiating Your Value with Direct Investing & Tax Alpha Strategies
- Product Innovations within the Yield/Income Marketplace
- Scaling Your HNW Business with the Axiom Platform
- Insurance for the HNW
- Advisor & Client Insights on Growth
AGENDA
10:00am - 10:15am
Welcome & the HNW Client Opportunity
Symmetry Partners & Barnabas Capital
10:15am - 11:00am
Defined Outcome Investing with Structured Investments
Barnabas Capital
11:00am - 11:45am
Symmetry HNW Solutions - Direct Investing, Tax Alpha & Case Design
Symmetry Partners
11:45am - 12:30pm
Lunch
12:30pm - 1:30pm
Growth: Advisor & Client Perspectives
Cameron Logar, Regional Director & Manager in Practice Management, Dimensional Fund Advisors
1:30pm - 2:15pm
Product Innovations Within the Yield / Income Marketplace
Barnabas Capital
2:15pm - 2:30pm
Break
2:30pm - 3:15pm
Powering Your Practice with Symmetry’s Axiom Platform
Symmetry Partners
3:15pm - 3:45pm
Insurance for the HNW
FIG/RIAIS & Nationwide Insurance
3:45pm - 4:00pm
Wrap Up and Next Steps
Symmetry Partners & Barnabas Capital
4:00pm - 5:00pm
Optional: Happy Hour
Onsite at Dimensional Fund Advisors office
Ready to level up your practice? Register today.
Don’t miss this opportunity to network with fellow Advisors and gain valuable insights to position your firm for future success.
Questions or concerns? Contact us at [email protected]
For Advisor Use Only. Not for public distribution. Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. No one should assume that future performance of any specific investment, investment strategy, product or non-investment-related content made reference to directly or indirectly in this material will be profitable.
Symmetry provides this communication on this site as a matter of general information. Information contained herein, including data or statistics quoted, is from sources believed to be reliable but cannot be guaranteed or warranted. Information provided for educational purposes and should not be considered investment advice, recommendation, or offer of any security for sale. Symmetry Partners does not provide tax, legal, or compliance advice and nothing either stated or implied in this material should be inferred as providing such advice.
Symmetry Partners, LLC, is not affiliated with Barnabas Capital or Dimensional Fund Advisors.
1. Griffiths, J., “What Percentage of Americans Are Millionaires (2023 Updated),” NCESC.com, July 11, 2024, https://www.ncesc.com/what-percentage-of-americans-are-millionaires
