Description
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: www.zoom.com • 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 • csestrategypartners.com
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