Contributor
Jerry Wagner
President & Founder
Jerry C. Wagner, a former tax and securities attorney, 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.
- Article
- 1
- Contributing since
- 2020
Latest from Jerry Wagner
Are Your Clients Getting Superior Diversification?
Every day feels the same in passive portfolios. Market cycles and the random walk provide. But truly modern portfolio science deliver better outcomes.
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