Aaron Anderson

Wagner Investment Management (WIM) designs customized portfolios for individual clients using a proprietary investment approach with a growth bias. The firm seeks to provide the highest possible returns, given a reasonable level of risk. Their investment strategy focuses on identifying and investing in stocks with consistently high earnings growth, high ROE and low debt. WIM then compares these growth rates to the company's price in order to purchase the stocks of solid, long-term growth companies that are trading at reasonable valuations. The firm's investments approach is referred to as 'growth with a value overlay.' WIM employs a strategic asset allocation model that monitors macroeconomic trends to determine the amount of cash that should be held in reserve from the equity allocation. Though not limited by sector, WIM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, health technology, finance, retail and consumer non-durables sectors. The firm maintains a low turnover rate.

Operates as a social networking service and website

Provides digital and mobile payment transaction solutions for consumers & merchants

CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.

Functions as a College/University