Bill Ramsay, CFP®, recently was invited to his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held at the Triangle Business Journal office on November 19, 2010.
When asked about what makes Financial Symmetry unique, Bill shared:
We’ve got two big advantages. One, since we’re looking at our clients on a comprehensive basis, we help them to coordinate across all their investments and that creates an optimal mix. Second thing is we have a very robust research process. And what we’re looking for is mispricings; areas that are overpriced, areas that are underpriced. You emphasize the areas that are underpriced, and you decrease the areas that are overpriced. And it’s been very effective.
In years past, Bill has participated in the Triangle Business Journal’s roundtables here:
Please contact our office if you would like a print copy of the articles.