A pioneer in applying technology and hedge fund investing techniques to individual investing and risk management, Jerry C. Wagner founded Flexible Plan Investments in 1981. Mr. Wagner’s background includes pioneering new techniques in market analysis, designing quantitative methodologies and managing investment portfolios.

Mr. Wagner is also a founding member of the National Association of Active Managers (NAAIM), a nonprofit national association of more than 200 registered investment advisors who apply dynamic or tactical asset allocation strategies to manage an estimated $30 billion in assets. His numerous roles with the organization include stints as director, chairman, president and vice president.

Drawing on his more than 40 years of experience in the investment management industry, Mr. Wagner has written numerous articles and white papers on the merits of active investing. His expertise has been featured in many publications, including Financial Planning, Financial Advisor and The Journal of Investing.

Formerly a practicing tax and securities attorney, Mr. Wagner received a B.A. in political science and an M.B.A. in industrial relations from Michigan State University and a J.D. from the University of Michigan. He’s a member of the State Bar of Michigan.