Symmetry Webinars

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

If your 2024 goals include growing your firm, this webinar is for you. Join us to learn tips to help you enter the new year strong.

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

Job Growth Remains Strong in Spite of Washington’s Struggles. Markets shook off one of the worst October performances in years to finish with a flurry in the last few months of 2023.

The “everything rally” at year-end culminated with the S&P 500 finishing the year with an impressive 24% gain, coming oh-so-close to its record high from January 2022. The Dow Jones Industrial Average climbed 14% and surpassed 37,000 for the first time while scoring seven new closing records in the final days of 2023. Join Casey Dylan, CIMA®, Consultant & Symmetry’s Tom Romano, Head of Strategic Relationships and Product Development, as they provide timely insights, and analysis, on market activity from around the world this financial quarter. We will also discuss what this could mean for long-term term investors.

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.

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 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 first quarter of 2024, will be provided. We will also discuss what this could mean for long-term term investors.