Wade Financial Group, Inc. (WFG) is the advisor to the Wade Tactical L/S Fund. WFG was founded in 1994 and is based in Minneapolis, MN. WFG is a SEC Registered Investment Advisor (RIA) serving the needs of high net worth individuals, wealthy families and institutional investors.
WFG makes the Wade Tactical L/S Fund available directly through their firm to clients of WFG’s services, to individual investors via www.wadefunds.com and to other investment advisors for their clients.
For more information on the comprehensive wealth management and investment services of WFG visit www.wadefinancialgroup.com.
A team that possesses a broad and diverse background in the investment management business makes security selections for the Fund. The members of the team who are jointly and primarily responsible for the day-to-day management of the Fund are Jerry Wade, CFP®, CFS, Nick Asmus and Blaine Conklin. Mr. Wade is the Fund’s Chief Investment Officer (CIO) and has managed the Fund since its inception.
Jerry Wade is founder and President of Wade Financial Group, Inc. 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 WFG 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 consultant to IDS/American Express senior management.
Blaine Conklin works as an Investment Portfolio Associate as part of the Investment Team. Before coming to Wade Financial Group, Blaine worked for an investment firm in Wayzata, Minnesota. At his former firm, Blaine gained an extensive knowledge of the financial industry as a Registered Sales Associate. Blaine worked for his former employer for almost nine years and this was a major attraction in WFG hiring Blaine.
Blaine graduated with a Bachelors of Arts in Financial Economics and a minor in Computer Science from Gustavus Adolphus College. He is currently a Level III Candidate for the Chartered Financial Analyst (CFA) designation.
Working closely with Blaine and Jerry in the Investment Department, also as an Investment Portfolio associate, is Nick Asmus. Before coming to WFG, Nick worked for a family of independent broker dealers serving 700 institutions and 5,000+ financial professionals out of St. Cloud, Minnesota. With that firm, Nick was a Trader/Analyst. Nick graduated cum laude with a Bachelors of Arts in Financial Management from the University of St. Thomas. He is currently a Level II Candidate for the Chartered Financial Analyst (CFA) designation.
Both Blaine and Nick bring to WFG diverse work experience and a strong academic record in finance. They have demonstrated both the drive and proficiency to succeed in investment management.
The Fund’s sponsor, Wade Financial Group, Inc. and it’s founder, Jerry Wade, CFP®, CFS have been heavily involved in advocating on behalf of investor’s best interests.
Minneapolis Firm Assists National Fiduciary Awareness Campaign
To Protect Consumers
In 2008 the Fund’s CIO Jerry B. Wade, CFP®, CFS and his firm Wade Financial Group, Inc. (WFG) teamed up with the National Association of Personal Financial Advisors (NAPFA), assisting in a national public service effort called “Focus on Fiduciary” aimed at educating Americans about the need for financial professionals to work on a fee-only basis while meeting fiduciary ‘client comes first’ standards.
Nearly 49 percent of American consumers don’t trust financial advisors to work in their clients’ best interests.(1) Further, brokerage documents’ legally required disclosures are often relegated to “fine print,” typically never read or understood.(2)
WFG Chairman Jerry Wade built his firm in 1994 on the principle of acting in his clients’ best interests as a fee-only Registered Investment Advisors (RIA). Recent research confirms a clear need for such transparency:
- Just 26 percent of investors know that only RIAs provide protection to act in investors’best interests in all aspects of the relationship.
- If those same investors knew that non-registered financial advisors weren’t required to act in their best interest in all areas, 70 percent wouldn’t use them.(3)
- After learning of the protections provided by advisors who abide by fiduciary standards, 97 percent of Americans say they would seek an advisor who adheres to fiduciary standards over one who doesn’t.(4)