Our mission
The Wangard Team consists of Jean and Jeff that are highly experienced investment and retirement plan professionals who redefine the world of investment management and consulting. The team distinguishes itself through extensive experience in portfolio management, investment research, pension and retirement plan management, corporate banking, and corporate strategy development. This background allows them to offer clients a unique perspective grounded in corporate experience. They differentiate themselves further by offering a comprehensive consulting approach to designing investment programs that are not commonly available in the financial industry.
Four Main Lines of Business
1. Cash Management and Portfolio Management Services
2. Institutional Retirement Plan Consulting and Management
3. High Net Worth Strategic and Financial Consulting
4. Association and Affinity Group Services
Client Base
The team serves municipalities, hospital and health care organizations, small- and medium-size companies, tribal organizations, national associations, charitable organizations, high net worth professionals, benefactors, and family organizations throughout the nation.
Value Proposition
While recognizing that each client has unique circumstances and objectives, the team identifies a common thread: clients choose the Wangard Team because they want to affiliate with prestigious financial professionals who consistently offer up-to-date perspectives and maintain high service quality standards—ultimately leading to successful investment programs.
