Michael Wagner Discusses Faith-Based Investing with The New York Times

While the intersection of faith and money can be complicated, experienced investors are now discovering new and easier ways to invest by the tenets of their faith without sacrificing returns or taking on any more risk.

To learn more about faith-based investing and the impacts religion can have on portfolio management, The New York Times recently spoke with Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner, an active member of Jewish nonprofit organizations in the Miami area with more than a decade of wealth management experience.

According to Wagner, one specific way the Jewish community influenced his investing approach is that it motivates him to find investments that are committed to the Jewish values of making the world a better place.

One example Wagner gives of this type of investment is a new technology venture capital fund created by J-Ventures called J-Impact. Unlike most other venture capital funds, Wagner explains that J-Ventures uses a method they refer to as a “capitalist kibbutz,” which calls upon the Hebrew word for communal settlement and refers to fund’s communal style of decision making that grants each limited partner more of a voice in the investment decisions.

“Being involved with the Jewish Federation has brought me great personal joy and satisfaction,” adds Wagner. “I’m bringing that part of my personal life into portfolio management and feeling that we’re doing good in the world. Is it a uniquely Jewish view? I’m not sure it is. It’s a uniquely human thing.”

Click here to read the entire article.

Have Questions for An Advisor?

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner

Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner

Read More
Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?

Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?

Read More
Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing

Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing

Read More
Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community

Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community

Read More
Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program

Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program

Read More
Michael Wagner in Startup Savant: What Bank Failures Mean for Startups

Michael Wagner in Startup Savant: What Bank Failures Mean for Startups

Read More
OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

Read More
Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Read More
Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Read More
©2023 Omnia Family Wealth, All Rights Reserved.