Media and Publications Archive

Bryce Lee featured on Asset TV-February 2, 2016 (Archive)

Masterclass: Mid Cap Investing

https://www.assettv.com/player/default-player/100265

 

Joe Montgomery appeared on CNBC Squawk Box- April 30, 2014. (Archive)

Click here to watch the interview.

 

 

Your Investment Strategy:  Don't Lose Faith, Seize Opportunities
Written by T.C. Wilson, Former Managing Director-Investments and Institutional Consulting Director of the The Optimal Service Group of Wells Fargo Advisors.
 Published in Insurance Finance & Investment  March 31,2009*Volume XIV, No. 6 issue.
 

 
Identifying Money Managers:  What Every Insurance Company Should Know
Written by T.C. Wilson, Former Managing Director-Investments and Institutional Consulting Director and Robin S. Wilcox, Vice President-Investments of the The Optimal Service Group of Wells Fargo Advisors.
 

 

Investment Evolution-Is Your Company A Primate Investor? An article written by TC Wilson as seen in PIAA magazine.
 Part One  4th Qtr 2011***
 Part Two  1st Qtr 2012****

 

 

 

***Reprinted from the Fourth Quarter 2011 issue of Physician Insurer Magazine, Physician Insurers Association of America. Copyright 2011

****Reprinted from the First Quarter 2012 issue of Physician Insurer Magazine, Physician Insurers Association of America.  Copyright 2012