Our Team

As a service provider, our strength is in our people. Having been in business since 1975, Wagner Investment's professionals have endured several up-and-down markets and rely on that experience to make the very best decisions for your assets.

• Diverse professional background of investment team
• Each Investment Committee member holds a master's degree and/or an advanced professional credential
• 4 CFA Charterholders. What's a CFA Charterholder? CFA Program Fact Sheet
• Investment Adviser Certified Compliance Professional^SM (IACCP^SM) with training in CFA Institute Global Investment Performance Standards (GIPS)