Building Life Plans, One Client at a Time

TRICO Fund III Presentation

2015 Investment Seminar

The following presentation was delivered at our 2015 Investment Seminar which was held at San Ramon Marriott and was attended by over 40 clients and prospects. The presentation was delivered by Tery Larrew, managing partner @ Caddis Capital, the managing firm for TRICO Fund III. It received a rating 4.6 out of 5.0 from the attendees.