Flexible Plan Investments is a leading provider of investment risk management services and investment strategies. As a founding member of the National Association of Active Investment Managers (NAAIM), we are one of the trade association's largest and oldest active money managers. We strive to provide investors with competitive returns while working to reduce risk through the use of diversified investment products, cutting-edge technology and support services
Referral agreements with approximately 600 financial firms
Early pioneers of individual managed accounts employing dynamic investment risk management
Focus on preserving and growing capital through a robust active management approach combined with investment risk management
Provides strategic diversification
within a single client account at a low account minimum
Set, manage, and monitor investor expectations with OnTarget Investing
Flexible Plan Investments, Ltd. is a federally registered independent investment adviser. Flexible Plan claims compliance with the Global Investment Performance Standards (GIPS)
. To receive a list of composite descriptions of Flexible Plan strategies and/or a compliant presentation, contact firstname.lastname@example.org
or call 800-347-3539.
Dynamic risk-managed investment solutions since 1981
Flexible Plan Investments was founded by Jerry Wagner in Bloomfield Hills, Michigan in 1981. He anticipated technological innovations and combined his expertise in both investment analysis and software development to provide average investors the same management advantages previously available largely to high net worth investors.
Today, Flexible Plan Investments employs a full staff of researchers, portfolio managers, traders and support personnel dedicated to providing tools and services to help financial advisors earn and keep their clients’ trust.
The history of FPI >>