Thank you to the 2024 South Region Symposium sponsors!

Platinum Level

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of March 31, 2023, Dimensional and its affiliates manage $614 billion in USD for investors worldwide.

Gold Level

Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation manages an endowment to provide ongoing financial support for Heifer International’s work in 21 countries around the globe. The Foundation’s endowment is built through charitable gifts such as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer’s programmatic use.

Silver Level

Bell Falls Search is a boutique Executive Search firm. Our Wealth Management Practice provides recruiting and referral services to the wealth management market across the United States. Our clients include fee only Registered Investment Advisors (RIA’s), Independent Wealth Managers, Broker Dealers, Bank Wealth Managers, Private Family Offices, and hybrid wealth operations.

Windermere is a full-service insurance brokerage headquartered in Charlotte, NC. On the approved vendor list for all the major custodians, we can assist RIAs with multiple insurance needs, including specialized coverages (e.g. E&O, D&O, Cyber, Crime, EPLI, ERISA/STAMP Bonds), as well as standardized coverages (e.g. General Liability, Property, Auto, Workers’ Comp). We also offer Employee Benefits (Group Health, PEOs, Key Person/Buy-Sell Life Insurance, etc.), and can assist advisors with coverage for their HNW clients.