Friday, August 30, 2013

Sales call with Kevin Ashworth of EP Wealth Management - Discussion of WGROX, which is included in their SC growth search to replace Janus fund.

Office visits in So Cal with the following firms:
  • Compak Asset Management
  • Westmount Asset Management
  • Eclectic Associates
  • Glenn Woody Financial
  • Pacific Financial
  • Leisure Capital Management
  • Brad Bronk, CFP (Commonwealth Financial)

Hand holding call with BSW Wealth Partners to discuss recent volatility in WAEMX.

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