Jerry Wagner
Jerry Wagner is the Founder and President of Flexible Plan Investments, a leading investment firm based in Bloomfield Hills, Michigan. He is well-known for pioneering the application of technology and hedge fund investing techniques to individual investing and risk management. Wagner has over 40 years of extensive experience in the investment management industry. He has been active in market analysis, designing methodologies, and management of personal investment portfolios since 1969.
Jerry Wagner Professional Experience / Academic History
Professional Experience
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Founder and President
Academic History
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Juris Doctor (JD)
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Master's in Industrial Relations
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BA in Political Science
CURRENT APPOINTMENTS
- Founding Member of the National Association of Active Managers
- Co-Portfolio Manager of The Gold Bullion Strategy Fund
- Member of the State Bar of Michigan
LEGAL CAREER
- Wagner was a practicing tax and securities attorney.
- He was a shareholder and head of the tax and securities law department of Clark, Hardy, Lewis, Pollard & Page, P.C.
- He was a partner in the law firm of Dahlberg, Mallender & Gawne.
PUBLICATIONS
- Wagner has lectured and published numerous articles and white papers on the merits of active investing.
- Recent articles include Rethink Risk for Financial Planning magazine and Crazy Quilt Investing in Financial Advisor magazine.
- His expertise has been featured in many publications, including Financial Planning, Financial Advisor, and The Journal of Investing.
- He is the co-author of: "The Case for Market Timing," Personal Financial Planning, April 1992, and "Market Timing Works Where it Matters the Most...In the Real World," Journal for Portfolio Management, Summer 1992.
- His article, "Why Market Timing Works," appeared in the Summer 1997 issue of The Journal of Investing.