Personalized Direct Investing - Part One

<p>Many high-net-worth individuals, and their families, have specific requirements, tax considerations, and investment preferences, that cannot be addressed by conventional investment options. Welcome back to Unfiltered Finance! In the first installment of this two-part episode, Symmetry's Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, discuss the practice of personalized direct investing, how it works, and how it can be customized to suit investors' individual values.<br /> <br /> To learn more about personalized direct investing visit <a href= "http://www.symmetryaxiom.com">http://www.symmetryaxiom.com</a></p> <p>Listen to the full episode here: <a href= "https://info.symmetrypartners.com/unfiltered-finance">https://info.symmetrypartners.com/unfiltered-finance</a></p> <p>You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals.</p> <div class="xgmjVLxjqfcXK5BV_XyN">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, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. 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.</div> <div class="xgmjVLxjqfcXK5BV_XyN">Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.</div> <div class="xgmjVLxjqfcXK5BV_XyN"> </div> <div class="xgmjVLxjqfcXK5BV_XyN">Please note the material is provided for