Symmetry Webinars

William Chettle, Head of Client Experience & Advisor Services
Andrea Loin, Chief of Business Innovation

Learn how you can appeal directly to high-net-worth clients with these customized marketing strategies.

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

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.

William Chettle, Head of Client Experience and Advisor Services
Andrea Loin, Chief of Business Innovation

Hosting events for your clients can be a valuable way for Financial Advisors to show appreciation, strengthen client relationships, and expand your network through introductions. We’ll share tips about the planning process and ideas for creating memorable experiences.

Brendan Kruh, Investment Associate, Symmetry Partners, LLC

Financial Advisors striving to grow their firms are often bogged down by the challenges of running their businesses, including prospecting and marketing. On top of that, they’re typically providing financial and tax planning, coaching and education, and portfolio management—and they have compliance and regulatory responsibilities.

For many Advisors, trying to do all of the above is nearly impossible. Time and resources aren’t infinite. And specialized expertise is often required, especially when it comes to investments.

This is where using an outsourced Chief Investment Officer (OCIO) solution can make a real difference.

FOR FINANCIAL PROFESSIONALS ONLY

William Chettle, Head of Client Experience & Advisor Services

Virtual meetings have become a convenient, time-saving, and accessible way to regularly communicate with your clients. Learn best practices to help you prepare before and during your virtual meeting.

Gabe Hathorn, CIMA®, Senior Regional Director
Casey Dylan, CIMA®, Investment Communications Strategist (Consultant)

After the “everything rally” of 2023, many investors entered the year with high hopes for financial markets, the economy, and expectations for rate cuts. Their optimism has been well-founded as equity markets, particularly in the United States, have surged.

Symmetry’s Gabe Hathorn, CIMA®, Senior Regional Director, along with Casey Dylan, CIMA®, Consultant, will present our quarterly review. Insights, and analysis, on market activity from around the world, during the first quarter of 2024, will be provided. We will also discuss what this could mean for long-term term investors.

Gabe Hathorn, CIMA®️, Senior Regional Director
Greg Trzaski, Senior Strategic Relations

What if you could help your clients (or prospects) harvest tax losses for 15 to 20 years? Or help them transition out of highly appreciated stock positions or taxable accounts with little to no taxes?

Join Gabe Hathorn, CIMA®️, Senior Regional Director, and Greg Trzaski, Senior Strategic Relations, to learn about strategies that may solve these challenges for your clients with $1 million or more.

FOR ADVISOR USE ONLY

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,Kevin Scully, Director of Investments & Portfolio Manager, and Brendan Kruh, Investment Associate, to learn how Symmetry’s tax-efficient solutions can potentially benefit your investment portfolio.

Tom Romano, Head of Strategic Relationships and Product Development
Casey Dylan, CIMA®, Investment Communications Strategist (Consultant)

In the second quarter of 2024, markets were in a state of flux, reacting to evolving monetary policies and major election results throughout developed and emerging economies. Symmetry’s Tom Romano, Head of Strategic Relationships and Product Development, along with Casey Dylan, CIMA®, Consultant, will present our quarterly review. Insights, and analysis, on market activity from around the world, during the second quarter of 2024, will be provided. We will also discuss what this could mean for long-term term investors.

Nan Price, Content Strategist
Michael Storer, Strategic Relationships
Kristopher Walllick, Founder & Wealth Manager, Wallick Wealth Management
Brian Cote, Founder & COO, Gramercy Park Wealth Advisors, LLC

Learn how successful Advisors use sophisticated strategies like Tax Alpha and Direct Indexing to differentiate and grow their businesses and attract more HNW clients. We will look at best practices and case studies.
FOR FINANCIAL PROFESSIONALS ONLY

Jessica Donahue, Senior Managing Director, Foundation Source
Elisa Nelson, Senior Regional Consultant

In this session, Foundation Source, the nation’s largest provider of management solutions for private foundations, will detail the advantages of their complete, outsourced solution. The result: better-run, more effective foundations and higher-impact philanthropy.
FOR FINANCIAL PROFESSIONALS ONLY

Casey Dylan, Founder & Creative Director, Story Market Services
William Perham, Senior Regional Director

Join us as we explore how artificial intelligence (AI) is transforming the landscape for Financial Advisors and how you can make the most of it to make your firm more effective and efficient.
FOR FINANCIAL PROFESSIONALS ONLY

Casey Dylan, Founder & Creative Director, Story Market Services
William Perham, Senior Regional Director

The show contains powerful lessons in leveraging sophisticated story techniques to expand your brand and attract more of the right kind of clients. In this session, we’ll explore those concepts and give you practical tips on implementing them in your practice.
FOR FINANCIAL PROFESSIONALS ONLY

Matt Kuss, Client Portfolio Strategist, Wasmer Schroeder
Tom Romano, Head of Strategic Relationships and Product Development

We will detail best practices, as well as how Wasmer Schroeder, a leader in the space, manages tax-exempt SMAs and Ladders and taxable SMAs and Ladders.
FOR FINANCIAL PROFESSIONALS ONLY

Kevin Scully, CFA, Director, Investments & Portfolio Manager
Gabe Hathorn, CIMA®, Senior Regional Director

Learn about recent enhancements, including adding noted managers Dimensional Fund Advisors and Avantis Investors to the portfolios as well as new international developed and emerging markets factor exposure and more balanced and efficient Factor Capture.
FOR FINANCIAL PROFESSIONALS ONLY