Friday, May 10, 2013


  • Conversation with Lantz Stringham of Chinook Capital Management. They're adding to their EM position and are looking closely at WAFMX.
  • Mark Gleason of WesCap Management Group gave word that they are adding Frontier to their EM mix. This was a long process with calls (Roger) and DD questions. They will be allocating $3-4 million over the next few weeks  and could grow significantly from there.
  • Call with Laurel Grove Capital in Los Angeles. I was able to get them on the call with Laura and they were so impressed they did a follow up call with me to gather additional info and are now adding WAFMX to their allocation. They manage a little over $200 mil (but do a lot of their own stock picking) and will likely allocate $2 mil initially to the fund and add over time. Great long-term investors.
Spent Wednesday through Friday at the NAPFA National Conference in Vegas. I had meaningful conversations (and a few meals) with numbers prospects and clients including:
  • Carl Camp - Eclectic Associates
  • Kent Wilson, Thomas Fritz, Ken Poulsen - Wilson Financial Advisors
  • Mike Kaberec - Kaberec Asset Management
  • Kris Johnson - Timothy Financial Counsel
  • Greg Gilbert - Ron Blue & Company
  • John Bird, Sarah Bird, Elizabeth Bernhard - Albion Financial Group
  • Harry Kasanow - Kasanow and Associates
  • Ken Gross - Strategic Financial
  • Brian Pon - Financial Directions
  • Carl Lind, Lynn Diveley - Diveley Lind & Assoc.
  • Chris Jones - Sparrow Wealth Management
  • John McDonald - Austin Asset Management
  • Davis Bourland - Diesslin & Associates