Sales call with Westmount Asset Management - getting close to making decision on allocating to WAFMX.
Spent much of the week making and taking calls regarding the added closure restrictions of WAEMX. Will schedule another call with Laura in next two weeks. $5-10 mil potential.
Dinner in San Francisco with Steinmentz Financial (clients in WAEMX and WAFMX).
Office visits in the Bay area (and south) including:
- Evanson Asset Management - San Francisco
- Holbrook Global Strategies - Palo Alto
- Lasecke Weil Wealth Advisory Group - Campbell
- Domas Capital Group - San Lois Obispo
- RE Wacker Assoc, - San Lois Obispo
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