Our Services

Wagner Investment is dedicated to providing the best long-term, personalized investment management service.

Since our founding, Wagner Investment has focused on providing our clients with professional investment management and highly personalized client service. We demonstrate our commitment to service at every level within our organization, from your portfolio manager, who serves a limited number of clients, to the research analyst team and their full time efforts identifying solid investment opportunities, all the way to the professionals of our client service team who work to attend to your account's administrative and operational needs. Our entire team is dedicated to generating excellent results and providing a rewarding client experience.

OUR CLIENTS BENEFIT FROM

Appropriate asset allocation
Access to decision makers
High quality investments
Stringent fundamental research and due diligence
Core equity style -- large capitalization
Growth stocks with a value overlay
Mid- and small-cap growth component
Alternative investments to complement a core-equity style
Disciplined approach; time tested since 1975
Bond investments are high quality with a conservative approach
Wagner Investment has been verified on a firm-wide basis by Ashland Partners & Company, LLP.