Jerry C. Wagner has been President, Director and sole shareholder of Flexible Plan Investments, Ltd. since its formation in February 1981. He has been active in market analysis, designing methodologies and management of personal investment portfolios since 1969. Previously, Mr. Wagner was a ...more

Jerry C. Wagner has been President, Director and sole shareholder of Flexible Plan Investments, Ltd. since its formation in February 1981. He has been active in market analysis, designing methodologies and management of personal investment portfolios since 1969. Previously, Mr. Wagner was a shareholder and head of the tax and securities law department of Clark, Hardy, Lewis, Pollard & Page, P.C., a law firm of 35 attorneys in Birmingham, Michigan. Prior to that, he was a partner in the law firm of Dahlberg, Mallender & Gawne. Mr. Wagner was a founding member and a Director, Chairman, President, and Vice President of the National Association of Active Investment Managers (NAAIM). NAAIM is a non-profit national association of registered investment advisors who utilize dynamic or tactical asset allocation strategies to manage assets invested in mutual funds and annuities. Mr. Wagner also 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. As of year-end, NAAIM included roughly 200 member firms nationwide, managing an estimated $20 billion. Mr. Wagner has lectured and written extensively on the subject of risk management utilizing active investing. Recent, articles include Rethink Risk for Financial Planning magazine and Crazy Quilt Investing in Financial Advisor magazine. He is also 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. Mr. Wagner received a B.A. in Political Science, and a Master's in Industrial Relations from Michigan State University in 1969 and 1970, respectively. He received his Juris Doctor degree from the University of Michigan in 1973. Specialties: Absolute Return Investing Strategic Diversification Faith Based Investing Active Investment Management Risk Management Alternative Investmentsless