About our Practice

Wangard Investment Consulting is a comprehensive investment management firm.  Jeffrey Wangard, CRPC®, President, and Jean Wangard, CFA and Executive Vice Presidents, are our firms principals and collectively have over 55 years of financial and investment industry experience.  Together they have held positions with Fortune 100 firms in investment analysis, pension management, portfolio analysis and corporate strategy.

Our practice's focus is concentrated in two areas.  The first is to provide actively managed portfolios for high net worth, corporate cash management, and institutional portfolio management.   Our clients include Municipalities, Trusts, Estates, Pension, Legacy and high net work individuals.

Our second focuses on national programs serving individual and group 401k and retirement plan clients through special arrangement with associations providing preferred pricing arrangements to members.  Through this program, we have become one of the most experienced practices in the industry in the offering of Individual 401k and Pension plan strategies for independent business owners, including physicians, entertainers, sports profesionals, consultants, accountants, and family owned businesses.