 Wagner Investment Management, Inc. is an independent company with offices in the Cherry Creek neighborhood of Denver, Colorado.
Our firm has been managing
investment portfolios for individuals,
trusts, foundations and endowments
since 1975. A Registered Investment Advisor, we oversee approximately three quarters of a billion dollars in assets.
Like many investors with sizeable
portfolios, you may not have the
time or the interest to oversee your
investments on an ongoing basis.
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Our portfolio managers provide
professional services for individuals
and organizations with financial
goals that range five years or more
into the future.
As an independent firm, 100%
employee owned, we are free from
conflicts of interest and are
focused on providing objective
advice suitable to your specific
needs and personalized to meet
your unique objectives. This
independence is also reflected in
our management fees as we are
purely fee based with no
commissions or hidden fees.
Our interests are aligned with
yours.
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