Investments

Investments

Delivering timely insights on the evolving
financial landscape from our investments team.

Meet the Team

Austin Graff, MBA, CFA

Chief Investment Officer

With decades of experience in financial services, Austin brings a wealth of expertise to his role as Chief Investment Officer at 49 Financial. A respected voice in the industry, he has been featured and quoted in leading publications such as Barron’s, CNN Business, Yahoo! Finance, MarketWatch, and others.

Austin holds an MBA from the Krannert School of Management at Purdue University, where he also received his bachelor’s degree. He holds the Chartered Financial Analyst (CFA®) designation, which he earned in 2012.

Keith Wagner

Head of Distribution, Investments

AJ Graff

Portfolio Manager

Adam Muller, MBA

Portfolio Manager

Manav Shah, CFA

Portfolio Manager

Investment Insights

- May 5, 2025

Market Update & Commentary | May 5th, 2025

What Happened Last Week? Stocks rallied marking a second straight week of gains. The primary driver has been eased trade tensions between the U.S./China
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- May 2, 2025

A New Era: Reassessing the Role of Active Management

The Historical Appeal of Passive Investing For over a decade, global markets operated in a uniquely accommodative environment. Central banks, led by the Federal
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- April 28, 2025

Market Update & Commentary | April 28th, 2025

What Happened Last Week? The market rallied on the week as fear around tariffs and the future independence of the Federal Reserve Bank began
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- April 22, 2025

Drivers of Return: Performance Highlights Q1 2025

Q1 2025 (Net of Management Fees) 49 Financial Long-Term Aggressive: +1.44%Long-Term Aggressive Benchmark*: -0.56% Since Inception | 5/1/24 – 4/21/25 (Net of Management Fees)
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- April 21, 2025

Quarterly Investment Letter: 1st Quarter 2025

Dear Valued Investors, As we close the first quarter of 2025, we are navigating an increasingly complex and dynamic global investment landscape. Trade dynamics
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- April 21, 2025

Market Update & Commentary | April 21st, 2025

What Happened Last Week? U.S. stocks ended the week lower on the heels of Jerome Powell’s comments suggesting the Federal Reserve is not ready
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