Jerry C. Wagner

Jerry C. Wagner is Founder and President of Flexible Plan Investments, Ltd. Formerly a tax and securities attorney, Mr. Wagner recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest, while managing their downside risk. After spending time pioneering new techniques in market analysis, designing quantitative methodologies, and managing investment portfolios, Mr. Wagner founded Flexible Plan Investments in February 1981.

Mr. Wagner is also a founding member of the National Association of Active Investment Managers (NAAIM), a non-profit association of registered investment advisors who utilize dynamic or tactical asset allocation strategies to manage over $30 billion in assets invested in mutual funds, ETFs and annuities. Previously serving as Director, Chairman, President and Vice President, Mr. Wagner drafted the organization's Code of Ethics, was a co-author of their Performance Measurement Standards, and has chaired their Mutual Funds and Public Relations Committees. 

With over 40 years’ experience in the industry, Mr. Wagner has written numerous articles and white papers on the merits of active investing, and has been featured in Financial Planning magazine, Financial Advisor Magazine, the Journal of Investing, and other financial publications. 

Mr. Wagner received a BA in Political Science and an MBA in Industrial Relations from Michigan State University, and his JD from the University of Michigan. He is a member of the State Bar of Michigan