August 21, 2013
Notes of today's Fixed Income conf call with Mike Rabuffo of GWK
Thank you to all who attended this morning's conference call with Mike Rabuffo of GWK giving us his and GWK's perspective on fixed income investing. Below is a summary of our notes from the call for your convenience.
Please click on the link above to download the summary notes from Mike Rabuffo's conference call.
“Very comfortable working with them … flat fee, no commission … work with our risk tolerance level”
“A trusted relationship, not just a client relationship”
“Their approach to financial planning is well thought out and well planned”
“I have learned a lot from the Sechrest team…they make sure I understand every step of the way”