Mark Weber, CEO
The days of investment portfolios consisting solely of equities and bonds are steadily becoming a thing of the past. Alternative investments, with their ability to offer investors a much-needed source of higher returns and risk diversification that are non-existent in the world of traditional investing, have gained in popularity. Alternative investments’ returns have a lower correlation to the standard asset classes, and hence, are extremely useful in offsetting market volatility and generating higher returns during periods of low yields. Today, the investment market is awash with numerous alternative investment service providers that help their clients anticipate, address, and mitigate risks related to the current situation and position their portfolios for success. But it is worth noting when a firm has been able to maintain a leading position and consistently provide high-quality services that meet the unique demands of its customers for over 35 years now. Enter Wagner-Weber Associates, a technology advisory firm that offers information technology consulting and services to Registered Investment Advisors, hedge funds, private equity companies, and other capital markets-oriented businesses. Mark Wagner, Vice President of Wagner-Weber, says, “We provide a variety of technology-related advisory and consulting services to our financial services clients. Furthermore, our services are based solely on our client’s requirements from a technology perspective. We offer them the guidance to select, implement, and support everything they need to run and manage their business and investment portfolio.”
From its inception, the company has remained and continues to be completely independent of any equipment manufacturers, software vendors, and service providers of any kind. “While some of our client’s refer to us as a managed service provider, we are consultants at heart and in practice. Our goal is to work hand-in-hand with our clients to help them achieve their goals based on their needs, not what services or products we have to offer them,” informs Mark Weber, CEO, Wagner-Weber. With its main office located in downtown Manhattan, NY, the organization currently provides its services to firms throughout the United States and supports their operations worldwide.
Within the financial landscape, alternative investments are primarily of three types: traditional long-only assets, traditional hedge funds, and private equity, and the challenges brought about by them are two-pronged as well. For one, alternative investment fees have been under pressure and the performance of their portfolios must be aligned with low operating costs. On top of that, there is the challenge associated with the private equity space’s enormous growth in the last 10 to 15 years.
Mark Wagner, Vice President
“Asset managers need an enhanced operating infrastructure that will equip them to better meet client needs, satisfy regulators, and compete effectively in a business that keeps growing more costly and complex,” adds Weber. Complicating matters even further is the need for better tools and technology to manage costs and meet the demands of the growing assets under management. Wagner-Weber addresses all of these issues via its extensive range of services that include—but are not limited to—CIO/CTO strategic advisory and management support; technology infrastructure design and implementation; technology relocation planning and execution; business continuity and disaster recovery planning and deployment; information security consulting; and operations and systems infrastructure support. “Our unique combination of technical expertise coupled with our ability to communicate with the investment team as well as operational personnel in a non-technical manner enables us to understand our client’s needs and develop solutions which are properly aligned with their business objectives,” mentions Wagner. Besides, regardless of the engagement, Wagner-Weber strives to provide its clients with the necessary senior-level technical and project management personnel to deliver the results dictated by the demanding requirements of the SEC and institutional clients within the financial services market.
Our goal is to work hand-in-hand with our clients to help them achieve their goals based on their needs, not what services or products we have to offer them
Other notable aspects of the organization include their customer-centricity and the unparalleled expertise of its team. Wagner-Weber’s employees have diverse backgrounds and talents, ranging from desktop support skills to complex enterprise server, network, cloud, and security expertise. What’s more? The firm’s consulting model is based on its experts being directly involved and intimately familiar with the inner workings of a client’s technical infrastructure. This enables Wagner-Weber to provide clients with a consistent, reliable, and rapid response to all of their technical issues.
Today, aided by valuable partnerships and many success stories, Wagner-Weber has established a strong presence in the financial and alternative investment landscape. For the road ahead, the firm will continue to grow and expand in line with its clients’ needs. “Whether it is enhancing our services to meet their specific demands, or supporting those clients that prefer to hand us their IT reigns, or growing our ultra-private cloud services, we will strive to deliver high-quality technology-related services that will provide our clients with a competitive edge and help them grow,” wraps up Weber.