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The Investment Contrarian

The Investment Contrarian
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ABOUT
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
SNAPSHOT
  • Description: Portfolio manager. Trading frequency: Weekly
  • Interests: Dividend stock ideas & income, ETFs, Mutual funds, REITs, Retirement savings, Stocks - long
COMPANY
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
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