Wagner Road Capital Management, LLC is a Registered Investment Adviser based in St. Paul, Minnesota.
What We Offer
Investment Management
If you are looking for financial planning services then we can help you find it. Our investment management service is the next step after having a financial plan. We manage a portion of your stock investments.
We have a concentrated long-only equity strategy that uses separately managed accounts. Using this strategy, we build a portfolio of roughly 8-15 high quality, long-term equity investments that are primarily based in the US. While we can’t guarantee any specific returns, we can promise to be transparent about what we are buying or selling and why we made that decision. We’re looking for the next Copart.
This service may be right for you if you are:
A business owner thinking about diversifying away from your primary business
A medical, engineering, computer, or other type of professional looking to invest in more than what your company offers
An individual who is interested in our strategic long-term investment approach
Our recommended minimum investment is $20,000.
Investment Consulting
We also offer fundamental research and analysis for professional portfolio managers who have their own investment strategies. This service is most useful for managers who need specialized research and analysis that cannot easily be completed by their in-house analysts. If your firm has the need for another analyst, but does not have the budget for a full-time analyst, we can fill that gap.