5 /5 David Bruno: Tim has been great! Weve worked together for about 7 years and I definitely consider him a friend now beyond our working relationship. But with what hes done for me with Primerica and managing about 75% of my assets.... we meet formally in-person to review my portfolio every 6 months, and talk more frequently than that. I more often than not just let my portfolio ride with Tim unless he brings what he feels could be "excessive" market fluctuations and shifts beyond standard seasonal corrections that I expect. We just sat down for an hour last week... he let me know about some additional investment strategies we can look at as Im looking to get a bit more aggressive and risky with a portion of my portfolio. And my current portfolio continues to perform and return significantly above market average, so Im pleased. Thanks Tim!
