A pioneer in applying technology and hedge fund investing techniques to individual investing and risk management, Jerry C. Wagner founded Flexible Plan Investments in 1981. Mr. Wagner’s background includes pioneering new techniques in market analysis, designing quantitative methodologies and managing investment portfolios.

Mr. Wagner is also a founding member of the National Association of Active Managers (NAAIM), a nonprofit national association of more than 200 registered investment advisors who apply dynamic or tactical asset allocation strategies to manage an estimated $30 billion in assets. His numerous roles with the organization include stints as director, chairman, president and vice president.

Drawing on his more than 40 years of experience in the investment management industry, Mr. Wagner has written numerous articles and white papers on the merits of active investing. His expertise has been featured in many publications, including Financial Planning, Financial Advisor and The Journal of Investing.

Formerly a practicing tax and securities attorney, Mr. Wagner received a B.A. in political science and an M.B.A. in industrial relations from Michigan State University and a J.D. from the University of Michigan. He’s a member of the State Bar of Michigan.

Tim Hanna, CFA, is the Director of Research of the Subadviser and has served as the Fund’s portfolio manager since August 2019. Mr. Hanna is responsible for performing applied economic and quantitative research for Flexible Plan Investment’s strategies and mutual funds. He reviews new and existing strategies, ensuring that algorithms perform within expectations, providing modifications to achieve best execution and efficient implementation. Mr. Hanna has a bachelor’s degree in accounting from Wayne State University and a master’s degree in finance from Walsh College. He holds the designation of Chartered Financial Analyst (CFA). Before joining Flexible Plan Investments, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.

Daniel Poppe combines financial and economic theory with data analytics to model investment algorithms for use in Flexible Plan Investments’ mutual funds and strategies. In addition to developing the structure of these offerings, he establishes procedures for their implementation and reviews their performance on a continual basis. Mr. Poppe holds a bachelor’s degree in finance and a bachelor’s degree in business economics from Oakland University. Mr. Poppe also holds the designation of Chartered Financial Analyst (CFA).