Symmetry Webinars
To provide you with timely insights and information to help you grow your practice and better communicate with clients, Symmetry offers a number of timely webinars. Registration is quick and easy. If you are unable to attend a webinar, we also post replays here so you can watch whenever is convenient.
LIVE EVENTS
Upcoming Webinars Register now!
The Long/Short Tax Alpha Revolution
Wednesday, July 22, 2026
11:00 AM – 12:00 PM EST
This presentation is eligible for 1 hour of CE Credit.
Join Dr. John B. McDermott, Chief Investment Strategist, and Gabe Hathorn, CIMA®, Senior Regional Director, and see how our Tax Alpha strategies can potentially help your high-net-worth clients limit–or even eliminate–the long-term impact of capital gains taxes.
During our time together, we will focus on actionable strategies including:
– Using Tax Alpha to Solve 5 Major Investor Challenges
– Understanding Implementation Options
– Leveraging Marketing and Educational Resources
– Differentiating Your Value with Tax Alpha Strategies
FOR FINANCIAL PROFESSIONALS ONLY
NOTE: All webinar times reflect your local time zone.
WELCOME TO THE LIBRARY
Watch Our Videos Learn more about Symmetry's approach to investing
In December of 2025, some thought the price of oil would stay relatively low as the coming year approached. The Strait of Hormuz was closed on March 2, 2026. It has led to sudden price hikes in both oil and gas. Consider strategies to manage sudden volatility in your portfolio. Be sure to diversify your investments among many sectors of the stock market.
After 20 years of doing commission-based business at a large financial services firm, Pennsylvania-based Advisor Barbara Hartman founded her own independent fee-based firm. Barbara worked with Symmetry Partners from the very start.
Founded over 20 years ago, this North Carolina-based, family-owned investment advisory firm focuses on families, farmers, and business owners. The firm had been working with another Turnkey Asset Management provider, but they believed the cost did not match the quality of service they received.
This financial services, and certified public accountant (CPA), firm serves business owners, inheritors, and retirees connected with Symmetry Partners. They value our investment philosophy and chose to use our investment models back in 2006.
For investors, the platitude, “every little bit helps,” rings true. Symmetry’s Tax Alpha strategies have the potential to generate tax savings for those individuals who are working to save for their retirement. In this brief video, Symmetry’s Michael Storer, Regional Director, tells the story of a client that retained tax savings at a critical point in their life. Taxes are one of the few certainties in investing, and they can significantly impact overall returns. With Symmetry’s Tax Alpha Program, investors with $1 million+ taxable accounts can substantially limit–or even eliminate–the long-term impact of capital gains taxes.
Factor investing offers the potential for higher returns over time or reduced risk. Watch this video to learn how our investment strategy leverages financial science to potentially generate greater returns over time.
This material is for educational purposes and intended use is for financial professionals.
Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Past performance is not indicative of future results. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Symmetry Partners LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners LLC or your advisor. Please remember to contact your advisor, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Symmetry Partners LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. Information throughout our site and materials, whether stock quotes, charts, articles, or any other statements regarding market or client performance or other financial information is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.
