Your wealth. Your portfolio. Our guidance.
We believe portfolio management and wealth planning should be custom to your needs and not transactional. The professionals with the Wangard Investment Group take the time to understand what matters most to you, your family or your company. We build a custom strategy that supports your objectives with clarity, confidence and professionalism.
Our approach is built on a foundation of transparency and communication with the goal of designing a successful investment program and overall wealth plan. Our clients include high net worth clients, professionals, benefactors, and family organizations throughout the nation. With our institutional portfolio management and retirement plan strategies, we serve independent business owners, municipalities, national associations, and charitable organizations. Programs include:
- Cash management and portfolio management services
- Retirement plan consulting and management
- High net worth strategic and financial consulting
- Association and affinity group services
- Banking and lending
What is important to you?
The Wangard Investment Group helps you answer this question, prioritize your objectives, and create a custom strategy. We believe setting financial and portfolio programs starts with understanding your story. This is why our process is designed to be collaborative and comfortable:
- Discovery conversation — We learn about you or your company's goals, concerns, and priorities.
- Custom strategy — We create a plan tailored to you - not a template.
- Ongoing guidance — We stay connected, adjusting your portfolio strategies and plan as life evolves.
- Clear communication — We strive to always be available to you for regular meetings and conversations.
Client-focused experienced professionals
The Wangard Investment Management Group professionals have extensive experience in portfolio management, investment research, pension and retirement plan management, corporate banking, and corporate strategy development. Please see our bios. We are affiliated with RBC Wealth Management with corporate offices based in Minneapolis. Together we bring broad perspective not often available in the industry. This experience and depth also allows us to collaborate with your accountants and estate attorneys for overall successful outcomes as often a combined approach matters for investment management success.
