Join Us

The Symmetry Team will share the latest research on Evidence-Based Investing and how it can potentially help you build better portfolios for your clients.

We will also showcase timely best practices for building a more referable practice and communicating the value you provide as a financial advisor.

Let us show you how to put science on your side, including:

  • Implementing important insights from 12 Nobel Laureates in Economics
  • Understanding why now is always a good time to invest
  • How to combine the best of active and passive management
  • How to incorporate factors of return into a portfolio to decrease risk and increase long-term potential returns.*
  • How to communicate your investment philosophy (and value as an advisor) in a simple and powerful way.
  • Making the most of advanced marketing strategies to attract more clients

Lunch will be included. See below for a Forum near you.

Questions? Contact your Symmetry Regional Team

Scheduled Events

Scottsdale – February 26, 2020

Mastro's City Hall
6991 E Camelback Rd
Scottsdale, AZ 85251

Symmetry Regional Forums

   

Charlotte – March 12, 2020

Dimensional Fund Advisors
1515 S Tryon St
Charlotte, NC 28203

Symmetry Regional Forums


Coming Soon

Mechanicsburg, PA – April 16, 2020


Lake Oswego, OR – April 21, 2020


   

Waltham, MA – May 5, 2020


Minneapolis, MN – May 7, 2020


Denver, CO – May 12, 2020


   

Tampa, FL – June 2, 2020


Dallas, TX – June 9, 2020


Jersey Shore – June 10, 2020


   

Chicago, IL – June 16, 2020


New York, NY – July 7, 2020


Kansas City, KS – July 14, 2020


   

Manchester, NH – July 28, 2020


Glastonbury, CT – September 10, 2020


Detroit, MI – September 15, 2020


   

Salt Lake City, UT – September 22, 2020


San Francisco, CA – October 6, 2020


Washington, D.C. – October 13, 2020


   

Omaha, NE – October 26-29, 2020