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15 Sept
Portfolio Insights, Thursday, September 15, 2022@ 4 pm Central


Matt Johnson, Travis McGrew, and Joe McCarthy are pleased to provide the opportunity to listen 

in on a Due Diligence call with a valuable Portfolio Manager.


Tom Johnson Investment Management, LLC

Jeremy H. Wilcox, CFA, CFP®

Vice President, Portfolio Manager and Trading


Thursday, September 15th at 4:00 – 4:45 pm Central time


Zoom Invite:  •  Listen only call: 877-853-5257

Meeting ID: 915 5206 6644


This is one of our Fixed Income Managers and we value their opinions.  

Future calls will highlight other Preferred Portfolio Managers.



Tom Johnson Investment Management, LLC (TJIM) is currently used within the Portfolios 

offered by CSE Strategy Partners as part of the Fixed Income allocation.



15450 S. Outer Forty Road, Suite 250  •  Chesterfield, MO 63017  •  636-534-8619  •


Securities, insurance and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. 

Insurance services offered through CSE Strategy Partners which is not affiliated with Woodbury Financial Services, Inc.


Date and Time

Thu, Sep 15, 2022

4:00a - 4:45p PST


Zoom Webinar

15450 S Outer 40 Road
Suite 250
Chesterfield, MO 63017
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