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Small j wagner head shot 1 june 2014

Jon Wagner

Video Transcripts

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Introduction - Jon Wagner

Hello. My name is Jonathon Wagner. I'm the Co-founder and Head of Portfolio Management at WS Wealth Management. In my experience, personal fit is one...

Hello. My name is Jonathon Wagner. I'm the Co-founder and Head of Portfolio Management at WS Wealth Management. In my experience, personal fit is one of the most important factors in choosing an independent advisor. With that in mind, in this video, I'd like to spend a few minutes detailing my professional background.

I have an undergraduate degree in Accounting from Indiana University and an MBA in Finance from the Simon School of Business at the University of Rochester. After leaving IU and passing the CPA exam, I spent the next few years doing corporate accounting here in the DC area.

I quickly realized this was not the career track I envisioned and went back to school to obtain my MBA. From there, I spent a couple years with Hewlett-Packard out in Northern California performing credit analysis on small private firms. After moving back to the DC area for family reasons, I worked in the Treasury Department at another large multinational firm, Lafarge North America.

At Lafarge, I managed over a billion dollars in corporate pension plan assets in both the US and Canada. I was also responsible for managing our commodity hedging program, however, I didn't feel I could make much of an impact in people's lives within the large corporate structure.

At that point, I jumped into the investment advisory business, working for both a large discount brokerage firm and then a small independent advisor in Charlottesville, Virginia. After those successful stops, I decided I wanted to own my own business and joined with my current business partner, Mark Stys, and started WS Wealth Management.

While I know that was brief, I hope it helped. If this video piqued your interest, I encourage you to contact us to more fully discuss how we can help you achieve your financial goals. Thank you, and best of luck in your search.


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Investment Approach - Jon Wagner

Hello. My name is Jonathan Wagner. I'm the co-founder, and head of Portfolio Management at WS Wealth Management. In my previous video, I discuss my...

Hello. My name is Jonathan Wagner. I'm the co-founder, and head of Portfolio Management at WS Wealth Management. In my previous video, I discuss my professional background. In this video, I'd like to talk about our investment strategy, or more specifically, how we invest our client's money.

Let me just preface this by saying we don't even begin to discuss investments, and asset allocation with clients until we undertake a thorough analysis of your overall financial health. That's for a future discussion. Assuming that part is complete, let's talk about the investment side of things.

As a broad description, we use a "Global Multi-asset Class Allocation." At its simplest, that basically means we will invest around the world in any geography, sector, or security if we think it would help our client's portfolios. However, it's obviously not that simple. We start by using fundamental economic analysis to help us shape our view of the global markets.

Think of an inverted triangle with the tip at the bottom. The widest part of the triangle, on top is our global economic outlook. Based upon that outlook, sliding down the triangle towards the point, we think about what countries, markets, and sectors might benefit or might be hurt, and make necessary adjustments to the portfolio.

From there, again moving down the triangle, expanding on our calculation as to what countries, markets, and sectors might do well, we look for what specific securities align with those ideas. These securities might be individual stocks and bonds, mutual funds, and/or ATFs. These form the tip of the triangle, at the bottom and the contents of your portfolio.

All this is just a high-level picture of how we construct portfolios for clients, one I think is important for you to understand. If based on this, you would like to further discuss how WS Wealth Management can help you achieve your goals, I encourage you to contact us to see how we can help.

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