Forum Agenda
11:30 am - 12:30 pm
Registration & Lunch
12:30 pm - 1:00 pm
Welcome & Overview
Michael Storer, Regional Business Consultant; Symmetry Partners
Joe Virion, CFP®, Regional Director; Dimensional Fund Advisors
1:00 pm - 2:00 pm
New Perspectives on Evidence-Based Investing
Philip R. McDonald, CFA, CAIA, CIPM, Director of Investments; Symmetry Partners
2:00 pm - 2:15 pm
Break
2:15 pm - 3:00 pm
5 Marketing Essentials
William Chettle, Director of Experience & Engagement; Symmetry Partners
3:00 pm - 3:45 pm
Enhancing Your Client Communications
Joe Virion, CFP®, Regional Director; Dimensional Fund Advisors
3:45 pm - 4:00 pm
Closing Remarks
Michael Storer, Regional Business Consultant; Symmetry Partners
4:00 pm - 4:30 pm
Optional Dimensional Tour
4:00 pm - 5:00 pm
Drinks/Reception
About Symmetry Partners
Founded in 1994, Symmetry Partners provides financial advisors with a complete business solution. This includes best-of-breed, evidence-based investments, including the firm’s own family of mutual funds, as well as marketing, technology and operational assistance to help Advisors more effectively serve their clients.
As of July 2019, Symmetry Partners has $8.4 billion in assets under management and assets under advisement.** For more information, please visit www.symmetrypartners.com.
For Advisor Use Only. Not For Public Distribution.
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. 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. As with any investment strategy, there is the possibility of profitability as well as loss.
*Please be advised that adding these factors may not ensure increased return over a market-weighted investment and may lead to under-performance relative to the benchmark over the investor's time horizon.
**Assets under Advisement is where Symmetry acts as a sub-advisor. As of July 31, 2019.
Symmetry Partners, LLC and Dimensional Fund Advisors are unaffiliated entities.