Wagner Investment has been managing investment portfolios for individuals, trusts, foundations and endowments since 1975. As a Registered Investment Advisor, we oversee approximately $800 million in assets.

Like many investors with sizeable portfolios, you may not have the time or the interest to oversee your investments on an ongoing basis.

Our portfolio managers provide professional services for individuals and organizations with both short- and long-term investment goals.

We focus on providing objective advice for your specific needs and personalize portfolios to meet your unique objectives. We are purely fee-based with no commissions or hidden fees.

Our interests are aligned with yours.