Jerry B. Wade is founder and President of Wade Financial Group, Inc. (WFG) and has been since its inception in 1994. WFG is an independent advisory firm in Minneapolis, Minnesota, which provides comprehensive financial planning, tax planning, investment management and estate planning for high net worth families located across the U.S. A native of New Castle, Indiana, Mr. Wade is a 1981 graduate of Ball State University in Muncie, Indiana, with a Bachelor of Science Degree in Communications. Before founding the Adviser in 1994, he spent 10 years associated with American Express Financial Advisors. During his tenure with American Express Financial Advisors, Mr. Wade functioned as a financial planner, trainer and strategic ...More consultant to IDS/Amex senior management.
WFG is consistently identified in national rankings such as Worth Magazine’s “Top 100 Most Exclusive Financial Advisors in the U.S.,” and Wealth Manager Magazine’s “Top 300 Wealth Managers”.
You can visit my blog at http://jerry-b-wade.blogspot.com.
Wade Funds WADEX is a “core” mutual fund that can provide risk-adjusted returns that may result in an improved accumulation of wealth. The fund can lessen the impact of bear markets by the utilization of a contrarian investment style, holdings that provide the benefits of low correlation to each other and the ...More
flexibility of a varied exposure to equities over market cycles. WADEX is an exceptional choice for investors seeking a highly diversified fund, invested in a broad array of asset classes, allowing the investor to capture the potential benefits of multi asset class diversification all in a single fund. WADEX utilizes individual stocks that pass the advisor’s patent pending ConValTM (contrarian value) screens. WADEX can assist investors who have experienced poor results, either via self-directing their money and/or having worked with “professional advice” (used loosely).
The Investment Contrarian